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
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 $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

Summit Financial's PIM Position: Q1 2026 in Review

Summit Financial sold out of Franklin Master Intermediate Income Trust (PIM) in Q1 2026, closing a stake of 592,051 shares — an estimated $1.98M sold.

Summit Financial first reported a position in PIM in Q2 2025 and held it in 3 quarters. The position peaked at $1.98M in Q4 2025. 59 funds tracked by Wall St. Rank hold PIM as of Q1 2026.

  • Summit Financial reported no remaining Franklin Master Intermediate Income Trust position as of Q1 2026 after selling out during the quarter.
  • Summit Financial sold 592,051 Franklin Master Intermediate Income Trust shares in Q1 2026, an estimated $1.98M.
  • Summit Financial first reported a position in Franklin Master Intermediate Income Trust in Q2 2025 and held it in 3 quarters.
  • Summit Financial's Franklin Master Intermediate Income Trust position peaked at $1.98M in Q4 2025.
  • 59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.