SFS
PIM

Shaker Financial Services’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Shaker Financial Services’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 		$710K Buy
+219,756
New +$705K 0.22% 99
2025
Q3 		– Sell
-60,890
Closed -$204K – 169
2025
Q2 		$204K Sell
60,890
-59,599
-49% -$197K 0.07% 136
2025
Q1 		$400K Sell
120,489
-14,948
-11% -$49.3K 0.16% 123
2024
Q4 		$445K Buy
135,437
+241
+0.2% +$794 0.17% 131
2024
Q3 		$461K Sell
135,196
-102,531
-43% -$341K 0.17% 119
2024
Q2 		$772K Buy
237,727
+191,369
+413% +$605K 0.31% 88
2024
Q1 		$149K Buy
46,358
+22,069
+91% +$70.7K 0.06% 150
2023
Q4 		$78K Buy
24,289
+5,043
+26% +$15.4K 0.03% 151
2023
Q3 		$58.5K Sell
19,246
-79,741
-81% -$250K 0.03% 154
2023
Q2 		$315K Sell
98,987
-171,578
-63% -$541K 0.14% 128
2023
Q1 		$866K Buy
270,565
+159,799
+144% +$520K 0.38% 85
2022
Q4 		$357K Buy
110,766
+58,788
+113% +$193K 0.17% 116
2022
Q3 		$169K Sell
51,978
-133,345
-72% -$457K 0.08% 144
2022
Q2 		$632K Sell
185,323
-281,019
-60% -$974K 0.31% 82
2022
Q1 		$1.67M Buy
466,342
+12,553
+3% +$45.6K 0.63% 57
2021
Q4 		$1.79M Sell
453,789
-218,923
-33% -$869K 0.63% 56
2021
Q3 		$2.74M Sell
672,712
-125,297
-16% -$517K 1.1% 30
2021
Q2 		$3.34M Sell
798,009
-11,593
-1% -$49.1K 1.24% 23
2021
Q1 		$3.5M Buy
809,602
+292,352
+57% +$1.23M 1.39% 19
2020
Q4 		$2.19M Buy
517,250
+105,091
+25% +$434K 0.91% 42
2020
Q3 		$1.69M Buy
412,159
+71,968
+21% +$299K 0.91% 38
2020
Q2 		$1.39M Buy
+340,191
New +$1.44M 0.77% 44
2020
Q1 		– Sell
-144,132
Closed -$683K – 183
2019
Q4 		$683K Sell
144,132
-66,493
-32% -$312K 0.31% 79
2019
Q3 		$967K Buy
210,625
+16,175
+8% +$74.3K 0.49% 61
2019
Q2 		$893K Buy
+194,450
New +$882K 0.46% 62
2018
Q4 		– Sell
-118,487
Closed -$536K – 148
2018
Q3 		$536K Sell
118,487
-12,912
-10% -$59.3K 0.26% 88
2018
Q2 		$614K Buy
+131,399
New +$621K 0.3% 70
2016
Q3 		– Sell
-30,631
Closed -$133K – 134
2016
Q2 		$133K Buy
+30,631
New +$134K 0.09% 103
2014
Q4 		– Sell
-34,002
Closed -$171K – 156
2014
Q3 		$171K Buy
+34,002
New +$172K 0.11% 123
2013
Q3 		– Sell
-259,079
Closed -$1.29M – 171
2013
Q2 		$1.29M Buy
+259,079
New +$1.32M 0.95% 38

Other funds holding PIM

PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Shaker Financial Services's PIM Position: Q2 2026 in Review

Shaker Financial Services opened a new position in Franklin Master Intermediate Income Trust (PIM) in Q2 2026: 219,756 shares worth $710K. The stake represents 0.22% of the portfolio and ranks #99 among its holdings. This is a return to the name: Shaker Financial Services previously reported a position in PIM as recently as Q2 2025.

Shaker Financial Services first reported a position in PIM in Q2 2013 and has held it in 30 quarters since. The position peaked at $3.5M in Q1 2021. 8 funds tracked by Wall St. Rank hold PIM as of Q2 2026.

  • Shaker Financial Services held 219,756 shares of Franklin Master Intermediate Income Trust worth $710K as of Q2 2026.
  • Franklin Master Intermediate Income Trust was a new Shaker Financial Services position in Q2 2026.
  • Franklin Master Intermediate Income Trust made up 0.22% of Shaker Financial Services's portfolio in Q2 2026, its #99 holding.
  • Shaker Financial Services first reported a position in Franklin Master Intermediate Income Trust in Q2 2013 and has held it in 30 quarters since.
  • Shaker Financial Services's Franklin Master Intermediate Income Trust position peaked at $3.5M in Q1 2021.
  • 8 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2026.

Based on Shaker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.