WCG
PIM

Weaver Consulting Group’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Weaver Consulting 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
Q1 		$105K Sell
32,000
-10,000
-24% -$32.8K 0.02% 274
2025
Q4 		$140K Buy
42,000
+7,000
+20% +$23.4K 0.03% 266
2025
Q3 		$120K Buy
35,000
+2,500
+8% +$8.43K 0.03% 261
2025
Q2 		$109K Buy
+32,500
New +$107K 0.03% 241

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

Weaver Consulting Group's PIM Position: Q1 2026 in Review

Weaver Consulting Group reduced its Franklin Master Intermediate Income Trust (PIM) stake by 24% in Q1 2026, selling an estimated $32.8K and leaving 32,000 shares worth $105K. The position accounts for 0.02% of the portfolio, ranked #274.

Weaver Consulting Group first reported a position in PIM in Q2 2025 and has held it in 4 quarters since. The position peaked at $140K in Q4 2025. 59 funds tracked by Wall St. Rank hold PIM as of Q1 2026.

  • Weaver Consulting Group held 32,000 shares of Franklin Master Intermediate Income Trust worth $105K as of Q1 2026.
  • Weaver Consulting Group sold 10,000 Franklin Master Intermediate Income Trust shares in Q1 2026, an estimated $32.8K.
  • Franklin Master Intermediate Income Trust made up 0.02% of Weaver Consulting Group's portfolio in Q1 2026, its #274 holding.
  • Weaver Consulting Group first reported a position in Franklin Master Intermediate Income Trust in Q2 2025 and has held it in 4 quarters since.
  • Weaver Consulting Group's Franklin Master Intermediate Income Trust position peaked at $140K in Q4 2025.
  • 59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2026.

Based on Weaver Consulting Group's 13F filing for Q1 2026, filed 15 May 2026.