Concord Wealth Partners
Position in PIM — Franklin Master Intermediate Income Trust
CIK 1814214
ABINGDON, VA
Position in PIM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,261
New position
Shares Held
700
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#53
of 59 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Concord Wealth Partners holds $2,185,723 across 22 Asset Management names. PIM ranks #21 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,148 | $1,103,870 | |
| 2 | HYT |
Blackrock Corporate High Yield Fund, Inc.
|
35,554 | $304,342 | |
| 3 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
31,296 | $246,612 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
11,828 | $197,527 | |
| 5 | PFG |
Principal Financial Group Inc
|
878 | $94,630 | |
| 6 | PHYS |
Sprott Physical Gold Trust
|
1,600 | $48,272 | |
| 7 | PSLV |
Sprott Physical Silver Trust
|
2,500 | $47,175 | |
| 8 | APO |
Apollo Global Management, Inc.
|
300 | $35,493 |
All Filings in PIM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,261 | 700 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||