SMH
PPT

Sanders Morris Harris’s Franklin Premier Income Trust PPT Stock Holding History

Sanders Morris Harris’s Portfolio PPT Stock Details PPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-15,490
Closed -$55K – 229
2026
Q1 		$55K Hold
15,490
– – 0.01% 285
2025
Q4 		$55.1K Hold
15,490
– – 0.09% 34
2025
Q3 		$57.2K Hold
15,490
– – 0.01% 294
2025
Q2 		$56.8K Hold
15,490
– – 0.01% 158
2025
Q1 		$55.9K Hold
15,490
– – 0.01% 274
2024
Q4 		$54.4K Hold
15,490
– – 0.01% 278
2024
Q3 		$57.8K Sell
15,490
-18,000
-54% -$65.8K 0.01% 271
2024
Q2 		$120K Hold
33,490
– – 0.02% 262
2024
Q1 		$118K Buy
+33,490
New +$121K 0.02% 249
2023
Q4 		– Sell
-102,490
Closed -$343K – 229
2023
Q3 		$343K Hold
102,490
– – 0.07% 182
2023
Q2 		$361K Hold
102,490
– – 0.08% 172
2023
Q1 		$365K Buy
+102,490
New +$379K 0.13% 79
2022
Q4 		– Sell
-148,490
Closed -$531K – 250
2022
Q3 		$531K Hold
148,490
– – 0.13% 127
2022
Q2 		$564K Hold
148,490
– – 0.12% 127
2022
Q1 		$592K Hold
148,490
– – 0.12% 140
2021
Q4 		$634K Hold
148,490
– – 0.11% 142
2021
Q3 		$679K Hold
148,490
– – 0.12% 125
2021
Q2 		$692K Buy
+148,490
New +$699K 0.13% 130
2021
Q1 		– Sell
-148,490
Closed -$691K – 315
2020
Q4 		$691K Hold
148,490
– – 0.16% 113
2020
Q3 		$661K Buy
+148,490
New +$689K 0.18% 111
2020
Q2 		– Sell
-130,490
Closed -$1K – 183
2020
Q1 		$1K Buy
130,490
+40,500
+45% +$208K ﹤0.01% 144
2019
Q4 		$464K Sell
89,990
-40,500
-31% -$218K 0.11% 166
2019
Q3 		$686K Buy
130,490
+40,500
+45% +$213K 0.17% 121
2019
Q2 		$462K Hold
89,990
– – 0.12% 154
2019
Q1 		$464K Buy
89,990
+3,100
+4% +$15.5K 0.23% 62
2018
Q4 		$407K Hold
86,890
– – 0.22% 61
2018
Q3 		$457K Buy
86,890
+47,100
+118% +$247K 0.21% 67
2018
Q2 		$208K Hold
39,790
– – 0.1% 119
2018
Q1 		$208K Hold
39,790
– – 0.09% 122
2017
Q4 		$213K Hold
39,790
– – 0.09% 110
2017
Q3 		$212K Buy
+39,790
New +$214K 0.09% 111

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Sanders Morris Harris's PPT Position: Q2 2026 in Review

Sanders Morris Harris sold out of Franklin Premier Income Trust (PPT) in Q2 2026, closing a stake of 15,490 shares — an estimated $55K sold.

Sanders Morris Harris first reported a position in PPT in Q3 2017 and held it in 31 quarters. The position peaked at $692K in Q2 2021. 98 funds tracked by Wall St. Rank hold PPT as of Q2 2026.

  • Sanders Morris Harris reported no remaining Franklin Premier Income Trust position as of Q2 2026 after selling out during the quarter.
  • Sanders Morris Harris sold 15,490 Franklin Premier Income Trust shares in Q2 2026, an estimated $55K.
  • Sanders Morris Harris first reported a position in Franklin Premier Income Trust in Q3 2017 and held it in 31 quarters.
  • Sanders Morris Harris's Franklin Premier Income Trust position peaked at $692K in Q2 2021.
  • 98 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.