Steward Partners Investment Advisory’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Steward Partners Investment Advisory’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	$1.29K	Hold	400	–	–	﹤0.01%	4328
2026 Q1	$1.31K	Hold	400	–	–	﹤0.01%	4146
2025 Q4	$1.34K	Hold	400	–	–	﹤0.01%	4039
2025 Q3	$1.38K	Hold	400	–	–	﹤0.01%	4003
2025 Q2	$1.34K	Hold	400	–	–	﹤0.01%	3815
2025 Q1	$1.33K	Hold	400	–	–	﹤0.01%	3724
2024 Q4	$1.3K	Hold	400	–	–	﹤0.01%	3718
2024 Q3	$1.36K	Hold	400	–	–	﹤0.01%	3498
2024 Q2	$1.29K	Hold	400	–	–	﹤0.01%	3360
2024 Q1	$1.28K	Hold	400	–	–	﹤0.01%	3349
2023 Q4	$1.28K	Hold	400	–	–	﹤0.01%	3278
2023 Q3	$1.21K	Hold	400	–	–	﹤0.01%	3164
2023 Q2	$1.26K	Hold	400	–	–	﹤0.01%	3099
2023 Q1	$1.27K	Hold	400	–	–	﹤0.01%	3094
2022 Q4	$1.28K	Hold	400	–	–	﹤0.01%	3097
2022 Q3	$1K	Hold	400	–	–	﹤0.01%	3155
2022 Q2	$1K	Hold	400	–	–	﹤0.01%	3148
2022 Q1	$1K	Hold	400	–	–	﹤0.01%	3208
2021 Q4	$2K	Hold	400	–	–	﹤0.01%	3030
2021 Q3	$2K	Hold	400	–	–	﹤0.01%	3002
2021 Q2	$2K	Hold	400	–	–	﹤0.01%	6887
2021 Q1	$1.73K	Hold	400	–	–	﹤0.01%	3250
2020 Q4	$2K	Hold	400	–	–	﹤0.01%	2723
2020 Q3	$2K	Hold	400	–	–	﹤0.01%	2590
2020 Q2	$2K	Hold	400	–	–	﹤0.01%	2485
2020 Q1	$1K	Hold	400	–	–	﹤0.01%	2410
2019 Q4	$1K	Sell	400 -522	-57%	-$2.45K	﹤0.01%	2530
2019 Q3	$4K	Buy	922 +10	+1%	+$46	﹤0.01%	2308
2019 Q2	$4K	Buy	+912	New	+$4.14K	﹤0.01%	2290
2018 Q4	–	Sell	-884	Closed	-$4K	–	1754
2018 Q3	$4K	Sell	884 -1,412	-61%	-$6.49K	﹤0.01%	2212
2018 Q2	$11K	Buy	2,296 +1,896	+474%	+$8.96K	﹤0.01%	1703
2018 Q1	$1K	Hold	400	–	–	﹤0.01%	2156
2017 Q4	$1K	Hold	400	–	–	﹤0.01%	1802
2017 Q3	$1K	Hold	400	–	–	﹤0.01%	1608
2017 Q2	$1K	Hold	400	–	–	﹤0.01%	1539
2017 Q1	$1K	Hold	400	–	–	﹤0.01%	1428
2016 Q4	$1K	Buy	+400	New	+$1.77K	﹤0.01%	820

Other funds holding PIM

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

PAM

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

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

SSWM

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Steward Partners Investment Advisory's PIM Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Franklin Master Intermediate Income Trust (PIM) position steady in Q2 2026 at 400 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #4328.

Steward Partners Investment Advisory first reported a position in PIM in Q4 2016 and has held it in 37 quarters since. The position peaked at $11K in Q2 2018. 59 funds tracked by Wall St. Rank hold PIM as of Q2 2026.

Steward Partners Investment Advisory held 400 shares of Franklin Master Intermediate Income Trust worth $1.29K as of Q2 2026.
Steward Partners Investment Advisory left its Franklin Master Intermediate Income Trust share count unchanged in Q2 2026.
Franklin Master Intermediate Income Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4328 holding.
Steward Partners Investment Advisory first reported a position in Franklin Master Intermediate Income Trust in Q4 2016 and has held it in 37 quarters since.
Steward Partners Investment Advisory's Franklin Master Intermediate Income Trust position peaked at $11K in Q2 2018.
59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.