RIL
PIM

Rothschild Investment LLC’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Rothschild Investment LLC’s Portfolio PIM Stock Details PIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.8K Hold
4,885
– – ﹤0.01% 1652
2026
Q1 		$16K Hold
4,885
– – ﹤0.01% 1505
2025
Q4 		$16.3K Hold
4,885
– – ﹤0.01% 1390
2025
Q3 		$16.8K Hold
4,885
– – ﹤0.01% 1284
2025
Q2 		$16.4K Hold
4,885
– – ﹤0.01% 1071
2025
Q1 		$16.2K Hold
4,885
– – ﹤0.01% 1060
2024
Q4 		$15.9K Hold
4,885
– – ﹤0.01% 1060
2024
Q3 		$16.6K Hold
4,885
– – ﹤0.01% 1041
2024
Q2 		$15.8K Hold
4,885
– – ﹤0.01% 1026
2024
Q1 		$15.6K Hold
4,885
– – ﹤0.01% 976
2023
Q4 		$15.6K Buy
+4,885
New +$14.9K ﹤0.01% 915

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Rothschild Investment LLC's PIM Position: Q2 2026 in Review

Rothschild Investment LLC held its Franklin Master Intermediate Income Trust (PIM) position steady in Q2 2026 at 4,885 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1652.

Rothschild Investment LLC first reported a position in PIM in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.8K in Q3 2025. 57 funds tracked by Wall St. Rank hold PIM as of Q2 2026.

  • Rothschild Investment LLC held 4,885 shares of Franklin Master Intermediate Income Trust worth $15.8K as of Q2 2026.
  • Rothschild Investment LLC left its Franklin Master Intermediate Income Trust share count unchanged in Q2 2026.
  • Franklin Master Intermediate Income Trust made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1652 holding.
  • Rothschild Investment LLC first reported a position in Franklin Master Intermediate Income Trust in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's Franklin Master Intermediate Income Trust position peaked at $16.8K in Q3 2025.
  • 57 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.