VAS
PIM

Vestmark Advisory Solutions’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Vestmark Advisory Solutions’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 		$53.9K Sell
16,700
-11,000
-40% -$35.3K ﹤0.01% 1454
2026
Q1 		$90.6K Hold
27,700
– – ﹤0.01% 1310
2025
Q4 		$92.5K Buy
+27,700
New +$92.5K ﹤0.01% 1228

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
SF
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
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

Vestmark Advisory Solutions's PIM Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its Franklin Master Intermediate Income Trust (PIM) stake by 40% in Q2 2026, selling an estimated $35.3K and leaving 16,700 shares worth $53.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

Vestmark Advisory Solutions first reported a position in PIM in Q4 2025 and has held it in 3 quarters since. The position peaked at $92.5K in Q4 2025. 59 funds tracked by Wall St. Rank hold PIM as of Q2 2026.

  • Vestmark Advisory Solutions held 16,700 shares of Franklin Master Intermediate Income Trust worth $53.9K as of Q2 2026.
  • Vestmark Advisory Solutions sold 11,000 Franklin Master Intermediate Income Trust shares in Q2 2026, an estimated $35.3K.
  • Franklin Master Intermediate Income Trust made up ﹤0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #1454 holding.
  • Vestmark Advisory Solutions first reported a position in Franklin Master Intermediate Income Trust in Q4 2025 and has held it in 3 quarters since.
  • Vestmark Advisory Solutions's Franklin Master Intermediate Income Trust position peaked at $92.5K in Q4 2025.
  • 59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.