VisionPoint Advisory Group’s Franklin Master Intermediate Income Trust PIM Stock Holding History

VisionPoint Advisory Group’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	$76.8K	Buy	23,783 +2,601	+12%	+$8.35K	0.01%	469
2026 Q1	$69.3K	Buy	21,182 +62	+0.3%	+$203	0.01%	437
2025 Q4	$70.5K	Buy	21,120 +61	+0.3%	+$204	0.01%	390
2025 Q3	$72.4K	Buy	21,059 +10,559	+101%	+$35.6K	0.01%	391
2025 Q2	$35.2K	Buy	+10,500	New	+$34.7K	0.01%	357

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

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 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 $157M AUM 46.57% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $378M AUM 18.32% 1-Year Est. Return

VisionPoint Advisory Group's PIM Position: Q2 2026 in Review

VisionPoint Advisory Group increased its Franklin Master Intermediate Income Trust (PIM) stake by 12% in Q2 2026, buying an estimated $8.35K and bringing the position to 23,783 shares worth $76.8K. The position accounts for 0.01% of the portfolio, ranked #469.

VisionPoint Advisory Group first reported a position in PIM in Q2 2025 and has held it in 5 quarters since. 59 funds tracked by Wall St. Rank hold PIM as of Q2 2026.

VisionPoint Advisory Group held 23,783 shares of Franklin Master Intermediate Income Trust worth $76.8K as of Q2 2026.
VisionPoint Advisory Group bought 2,601 Franklin Master Intermediate Income Trust shares in Q2 2026, an estimated $8.35K.
Franklin Master Intermediate Income Trust made up 0.01% of VisionPoint Advisory Group's portfolio in Q2 2026, its #469 holding.
VisionPoint Advisory Group first reported a position in Franklin Master Intermediate Income Trust in Q2 2025 and has held it in 5 quarters since.
59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.