Shufro Rose & Co’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Shufro Rose & Co’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 Q1	$36K	Hold	11,000	–	–	﹤0.01%	304
2025 Q4	$36.7K	Hold	11,000	–	–	﹤0.01%	298
2025 Q3	$36.5K	Hold	11,000	–	–	﹤0.01%	313
2025 Q2	$36.5K	Hold	11,000	–	–	﹤0.01%	309
2025 Q1	$36.5K	Hold	11,000	–	–	﹤0.01%	311
2024 Q4	$35.9K	Hold	11,000	–	–	﹤0.01%	295
2024 Q3	$35.5K	Hold	11,000	–	–	﹤0.01%	311
2024 Q2	$35.5K	Hold	11,000	–	–	﹤0.01%	311
2024 Q1	$35.2K	Hold	11,000	–	–	﹤0.01%	312
2023 Q4	$33.2K	Hold	11,000	–	–	﹤0.01%	303
2023 Q3	$33.2K	Hold	11,000	–	–	﹤0.01%	305
2023 Q2	$34.8K	Hold	11,000	–	–	﹤0.01%	315
2023 Q1	$35K	Hold	11,000	–	–	﹤0.01%	315
2022 Q4	$35.2K	Hold	11,000	–	–	﹤0.01%	337
2022 Q3	$36K	Hold	11,000	–	–	﹤0.01%	328
2022 Q2	$38K	Hold	11,000	–	–	﹤0.01%	313
2022 Q1	$39K	Hold	11,000	–	–	﹤0.01%	328
2021 Q4	$43K	Hold	11,000	–	–	﹤0.01%	306
2021 Q3	$45K	Hold	11,000	–	–	﹤0.01%	294
2021 Q2	$46K	Hold	11,000	–	–	﹤0.01%	297
2021 Q1	$48K	Hold	11,000	–	–	﹤0.01%	301
2020 Q4	$47K	Hold	11,000	–	–	﹤0.01%	283
2020 Q3	$45K	Hold	11,000	–	–	﹤0.01%	277
2020 Q2	$45K	Hold	11,000	–	–	﹤0.01%	281
2020 Q1	$45K	Hold	11,000	–	–	0.01%	282
2019 Q4	$52K	Hold	11,000	–	–	﹤0.01%	306
2019 Q3	$50K	Hold	11,000	–	–	﹤0.01%	310
2019 Q2	$50K	Hold	11,000	–	–	﹤0.01%	297
2019 Q1	$50K	Sell	11,000 -3,000	-21%	-$13.3K	0.01%	289
2018 Q4	$60K	Hold	14,000	–	–	0.01%	284
2018 Q3	$63K	Buy	+14,000	New	+$64.3K	0.01%	288
2018 Q2	–	Hold	0	–	–	–	289
2018 Q1	–	Hold	0	–	–	–	292

Other funds holding PIM

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Shufro Rose & Co's PIM Position: Q1 2026 in Review

Shufro Rose & Co held its Franklin Master Intermediate Income Trust (PIM) position steady in Q1 2026 at 11,000 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

Shufro Rose & Co first reported a position in PIM in Q3 2018 and has held it in 31 quarters since. The position peaked at $63K in Q3 2018. 59 funds tracked by Wall St. Rank hold PIM as of Q1 2026.

Shufro Rose & Co held 11,000 shares of Franklin Master Intermediate Income Trust worth $36K as of Q1 2026.
Shufro Rose & Co left its Franklin Master Intermediate Income Trust share count unchanged in Q1 2026.
Franklin Master Intermediate Income Trust made up ﹤0.01% of Shufro Rose & Co's portfolio in Q1 2026, its #304 holding.
Shufro Rose & Co first reported a position in Franklin Master Intermediate Income Trust in Q3 2018 and has held it in 31 quarters since.
Shufro Rose & Co's Franklin Master Intermediate Income Trust position peaked at $63K in Q3 2018.
59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.