Back to PPT
StoneCrest Wealth Management, Inc. → PPT
StoneCrest Wealth Management, Inc. PPT Position History
Franklin Premier Income Trust • Financial Services
Quarters held
4
Latest value
$10.2M
Q3 2026
Peak value
$10.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $9.3M |
| Q1 2026 | $9.5M |
| Q2 2026 | $10.1M |
| Q3 2026 | $10.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10.2M | 194.8K | — | — |
| Q2 2026 | $10.1M | 197.9K | — | — |
| Q1 2026 | $9.5M | 204.9K | — | — |
| Q4 2025 | $9.3M | 203.5K | — | — |
Other funds holding PPT
$890.7M
$825.7M
$654.8M
$459.3M
$438.7M