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 Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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 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. 99 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.
99 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.