SF
PIM

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

Summit 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
Q2 		$2.84M Buy
+879,729
New +$2.82M 0.03% 520
2026
Q1 		– Sell
-592,051
Closed -$1.98M – 1452
2025
Q4 		$1.98M Buy
592,051
+398,831
+206% +$1.33M 0.03% 499
2025
Q3 		$665K Buy
193,220
+160,100
+483% +$540K 0.01% 781
2025
Q2 		$111K Buy
+33,120
New +$109K ﹤0.01% 801

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
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $378M AUM 18.32% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return

Summit Financial's PIM Position: Q2 2026 in Review

Summit Financial opened a new position in Franklin Master Intermediate Income Trust (PIM) in Q2 2026: 879,729 shares worth $2.84M. The stake represents 0.03% of the portfolio and ranks #520 among its holdings. This is a return to the name: Summit Financial previously reported a position in PIM as recently as Q4 2025.

Summit Financial first reported a position in PIM in Q2 2025 and has held it in 4 quarters since. 59 funds tracked by Wall St. Rank hold PIM as of Q2 2026.

  • Summit Financial held 879,729 shares of Franklin Master Intermediate Income Trust worth $2.84M as of Q2 2026.
  • Franklin Master Intermediate Income Trust was a new Summit Financial position in Q2 2026.
  • Franklin Master Intermediate Income Trust made up 0.03% of Summit Financial's portfolio in Q2 2026, its #520 holding.
  • Summit Financial first reported a position in Franklin Master Intermediate Income Trust in Q2 2025 and has held it in 4 quarters since.
  • 59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2026.

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