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Trademark Financial Management, LLC → PPT
Trademark Financial Management, LLC PPT Position History
Franklin Premier Income Trust • Financial Services
Quarters held
4
Latest value
$15.2M
Q3 2026
Peak value
$15.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $9.1M |
| Q1 2026 | $11.3M |
| Q2 2026 | $14M |
| Q3 2026 | $15.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $15.2M | 288.7K | — | — |
| Q2 2026 | $14M | 274.4K | — | — |
| Q1 2026 | $11.3M | 244.3K | — | — |
| Q4 2025 | $9.1M | 199.6K | — | — |
Other funds holding PPT
$890.7M
$825.7M
$654.8M
$459.3M
$438.7M