Stifel Financial
PIM

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

Stifel Financial’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 		$69.7K Buy
21,326
+4,474
+27% +$14.7K ﹤0.01% 3562
2025
Q4 		$56.3K Sell
16,852
-70,628
-81% -$236K ﹤0.01% 3523
2025
Q3 		$301K Buy
87,480
+44,200
+102% +$149K ﹤0.01% 3107
2025
Q2 		$145K Sell
43,280
-340
-0.8% -$1.12K ﹤0.01% 3315
2025
Q1 		$145K Buy
43,620
+141
+0.3% +$465 ﹤0.01% 3242
2024
Q4 		$142K Buy
43,479
+357
+0.8% +$1.18K ﹤0.01% 3218
2024
Q3 		$146K Buy
43,122
+32,798
+318% +$109K ﹤0.01% 3192
2024
Q2 		$33.3K Buy
+10,324
New +$32.6K ﹤0.01% 3304
2017
Q4 		– Sell
-11,237
Closed -$54K – 2714
2017
Q3 		$54K Hold
11,237
– – ﹤0.01% 2515
2017
Q2 		$52K Hold
11,237
– – ﹤0.01% 2494
2017
Q1 		$52K Hold
11,237
– – ﹤0.01% 2467
2016
Q4 		$52K Sell
11,237
-5,000
-31% -$22.1K ﹤0.01% 2401
2016
Q3 		$71K Buy
16,237
+4,407
+37% +$19.6K ﹤0.01% 2314
2016
Q2 		$51K Sell
11,830
-1,993
-14% -$8.73K ﹤0.01% 2433
2016
Q1 		$61K Buy
13,823
+880
+7% +$3.77K ﹤0.01% 2149
2015
Q4 		$59K Buy
+12,943
New +$59K ﹤0.01% 2270
2014
Q4 		– Sell
-10,199
Closed -$51K – 2415
2014
Q3 		$51K Buy
+10,199
New +$51.5K ﹤0.01% 2147

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
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PM
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
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Stifel Financial's PIM Position: Q1 2026 in Review

Stifel Financial increased its Franklin Master Intermediate Income Trust (PIM) stake by 27% in Q1 2026, buying an estimated $14.7K and bringing the position to 21,326 shares worth $69.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3562.

Stifel Financial first reported a position in PIM in Q3 2014 and has held it in 17 quarters since. The position peaked at $301K in Q3 2025. 59 funds tracked by Wall St. Rank hold PIM as of Q1 2026.

  • Stifel Financial held 21,326 shares of Franklin Master Intermediate Income Trust worth $69.7K as of Q1 2026.
  • Stifel Financial bought 4,474 Franklin Master Intermediate Income Trust shares in Q1 2026, an estimated $14.7K.
  • Franklin Master Intermediate Income Trust made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3562 holding.
  • Stifel Financial first reported a position in Franklin Master Intermediate Income Trust in Q3 2014 and has held it in 17 quarters since.
  • Stifel Financial's Franklin Master Intermediate Income Trust position peaked at $301K in Q3 2025.
  • 59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.