Stifel Financial
PPT

Stifel Financial’s Franklin Premier Income Trust PPT Stock Holding History

Stifel 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
2026
Q2 		$172K Buy
49,205
+800
+2% +$2.79K ﹤0.01% 3545
2026
Q1 		$172K Buy
48,405
+3,104
+7% +$11.1K ﹤0.01% 3471
2025
Q4 		$160K Buy
45,301
+539
+1% +$1.95K ﹤0.01% 3427
2025
Q3 		$165K Buy
44,762
+284
+0.6% +$1.04K ﹤0.01% 3382
2025
Q2 		$163K Buy
44,478
+2,775
+7% +$10K ﹤0.01% 3295
2025
Q1 		$151K Buy
41,703
+500
+1% +$1.79K ﹤0.01% 3238
2024
Q4 		$147K Sell
41,203
-4,228
-9% -$15.2K ﹤0.01% 3210
2024
Q3 		$169K Buy
45,431
+4,978
+12% +$18.2K ﹤0.01% 3172
2024
Q2 		$145K Sell
40,453
-29,902
-43% -$104K ﹤0.01% 3159
2024
Q1 		$248K Buy
70,355
+10,856
+18% +$39.1K ﹤0.01% 3005
2023
Q4 		$212K Buy
59,499
+8,391
+16% +$28.8K ﹤0.01% 3036
2023
Q3 		$171K Buy
51,108
+3,331
+7% +$11.8K ﹤0.01% 3026
2023
Q2 		$168K Buy
47,777
+10,655
+29% +$38K ﹤0.01% 3085
2023
Q1 		$132K Buy
37,122
+13,018
+54% +$48.2K ﹤0.01% 3132
2022
Q4 		$87.5K Buy
24,104
+6,642
+38% +$24.2K ﹤0.01% 3152
2022
Q3 		$63K Sell
17,462
-1,116
-6% -$4.26K ﹤0.01% 3165
2022
Q2 		$71K Sell
18,578
-16,439
-47% -$63.3K ﹤0.01% 3194
2022
Q1 		$140K Buy
+35,017
New +$142K ﹤0.01% 3210
2021
Q4 		– Sell
-12,424
Closed -$57K – 3441
2021
Q3 		$57K Sell
12,424
-80,590
-87% -$371K ﹤0.01% 3274
2021
Q2 		$433K Buy
93,014
+964
+1% +$4.54K ﹤0.01% 2661
2021
Q1 		$448K Buy
92,050
+80,817
+719% +$382K ﹤0.01% 2554
2020
Q4 		$52K Sell
11,233
-2,355
-17% -$10.7K ﹤0.01% 2979
2020
Q3 		$60K Buy
13,588
+1,036
+8% +$4.81K ﹤0.01% 2800
2020
Q2 		$59K Sell
12,552
-17,030
-58% -$80.2K ﹤0.01% 2759
2020
Q1 		$136K Sell
29,582
-8,262
-22% -$42.4K ﹤0.01% 2529
2019
Q4 		$205K Sell
37,844
-414,811
-92% -$2.23M ﹤0.01% 2754
2019
Q3 		$2.38M Sell
452,655
-10,515
-2% -$55.3K 0.01% 1202
2019
Q2 		$2.38M Sell
463,170
-662
-0.1% -$3.4K 0.01% 1228
2019
Q1 		$2.39M Buy
463,832
+426,281
+1,135% +$2.13M 0.01% 1150
2018
Q4 		$177K Sell
37,551
-22,752
-38% -$112K ﹤0.01% 2483
2018
Q3 		$318K Buy
60,303
+2,597
+5% +$13.6K ﹤0.01% 2329
2018
Q2 		$302K Buy
57,706
+15,530
+37% +$83K ﹤0.01% 2292
2018
Q1 		$220K Buy
+42,176
New +$220K ﹤0.01% 2426
2015
Q3 		– Sell
-11,568
Closed -$59K – 2337
2015
Q2 		$59K Buy
+11,568
New +$60.5K ﹤0.01% 2292

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Stifel Financial's PPT Position: Q2 2026 in Review

Stifel Financial increased its Franklin Premier Income Trust (PPT) stake by 1.7% in Q2 2026, buying an estimated $2.79K and bringing the position to 49,205 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #3545.

Stifel Financial first reported a position in PPT in Q2 2015 and has held it in 34 quarters since. The position peaked at $2.39M in Q1 2019. 99 funds tracked by Wall St. Rank hold PPT as of Q2 2026.

  • Stifel Financial held 49,205 shares of Franklin Premier Income Trust worth $172K as of Q2 2026.
  • Stifel Financial bought 800 Franklin Premier Income Trust shares in Q2 2026, an estimated $2.79K.
  • Franklin Premier Income Trust made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3545 holding.
  • Stifel Financial first reported a position in Franklin Premier Income Trust in Q2 2015 and has held it in 34 quarters since.
  • Stifel Financial's Franklin Premier Income Trust position peaked at $2.39M in Q1 2019.
  • 99 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.