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
Q2 		$103K Hold
32,000
– – 0.02% 296
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 $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

Weaver Consulting Group's PIM Position: Q2 2026 in Review

Weaver Consulting Group held its Franklin Master Intermediate Income Trust (PIM) position steady in Q2 2026 at 32,000 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #296.

Weaver Consulting Group first reported a position in PIM in Q2 2025 and has held it in 5 quarters since. The position peaked at $140K in Q4 2025. 59 funds tracked by Wall St. Rank hold PIM as of Q2 2026.

  • Weaver Consulting Group held 32,000 shares of Franklin Master Intermediate Income Trust worth $103K as of Q2 2026.
  • Weaver Consulting Group left its Franklin Master Intermediate Income Trust share count unchanged in Q2 2026.
  • Franklin Master Intermediate Income Trust made up 0.02% of Weaver Consulting Group's portfolio in Q2 2026, its #296 holding.
  • Weaver Consulting Group first reported a position in Franklin Master Intermediate Income Trust in Q2 2025 and has held it in 5 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 Q2 2026.

Based on Weaver Consulting Group's 13F filing for Q2 2026, filed 29 Jul 2026.