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Key Client Fiduciary Advisors, LLC → PPT
Key Client Fiduciary Advisors, LLC PPT Position History
Franklin Premier Income Trust • Financial Services
Quarters held
4
Latest value
$14.6M
Q3 2026
Peak value
$14.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $6.1M |
| Q1 2026 | $9.6M |
| Q2 2026 | $12.6M |
| Q3 2026 | $14.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14.6M | 277.1K | — | — |
| Q2 2026 | $12.6M | 247.8K | — | — |
| Q1 2026 | $9.6M | 207.1K | — | — |
| Q4 2025 | $6.1M | 134.8K | — | — |
Other funds holding PPT
$890.7M
$825.7M
$654.8M
$459.3M
$438.7M
$435.9M