Northstar Financial Companies, Inc.
Position in PIM — Franklin Master Intermediate Income Trust
CIK 2059828
CONSHOHOCKEN, PA
Position in PIM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$38,149
-$10,721 QoQ
Shares Held
11,811
-21.0% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PIM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Northstar Financial Companies, Inc. holds $701,118 across 4 Asset Management names. PIM ranks #4 (5.4% of the industry book) .
All Filings in PIM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,149 | 11,811 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $48,870 | 14,945 | Shares | Sole | 2026-05-05 | |
| 2025-09-30 | $69,642 | 20,245 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $67,820 | 20,245 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $67,213 | 20,245 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $65,998 | 20,245 | Shares | Sole | 2025-03-12 | |
| No filing history on record for this holder in this stock. | ||||||