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

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 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.