South Plains Financial’s Franklin Premier Income Trust PPT Stock Holding History

South Plains Financial’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
2025 Q4	–	Sell	-8,750	Closed	-$32.3K	–	257
2025 Q3	$32.3K	Hold	8,750	–	–	0.02%	176
2025 Q2	$32.1K	Hold	8,750	–	–	0.02%	169
2025 Q1	$31.6K	Hold	8,750	–	–	0.02%	169
2024 Q4	$31.1K	Buy	+8,750	New	+$31.5K	0.02%	177

Other funds holding PPT

SIA

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

1CP

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

South Plains Financial's PPT Position: Q4 2025 in Review

South Plains Financial sold out of Franklin Premier Income Trust (PPT) in Q4 2025, closing a stake of 8,750 shares — an estimated $32.3K sold.

South Plains Financial first reported a position in PPT in Q4 2024 and held it in 4 quarters. The position peaked at $32.3K in Q3 2025. 107 funds tracked by Wall St. Rank hold PPT as of Q4 2025.

South Plains Financial reported no remaining Franklin Premier Income Trust position as of Q4 2025 after selling out during the quarter.
South Plains Financial sold 8,750 Franklin Premier Income Trust shares in Q4 2025, an estimated $32.3K.
South Plains Financial first reported a position in Franklin Premier Income Trust in Q4 2024 and held it in 4 quarters.
South Plains Financial's Franklin Premier Income Trust position peaked at $32.3K in Q3 2025.
107 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q4 2025.

Based on South Plains Financial's 13F filing for Q4 2025, filed 13 Feb 2026.