AI
PIM

Atria Investments’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Atria Investments’s Portfolio PIM Stock Details PIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-20,179
Closed -$66K – 2232
2026
Q1 		$66K Buy
20,179
+4,092
+25% +$13.4K ﹤0.01% 2020
2025
Q4 		$53.7K Buy
+16,087
New +$53.7K ﹤0.01% 2014

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $378M AUM 18.32% 1-Year Est. Return

Atria Investments's PIM Position: Q2 2026 in Review

Atria Investments sold out of Franklin Master Intermediate Income Trust (PIM) in Q2 2026, closing a stake of 20,179 shares — an estimated $66K sold.

Atria Investments first reported a position in PIM in Q4 2025 and held it in 2 quarters. The position peaked at $66K in Q1 2026. 59 funds tracked by Wall St. Rank hold PIM as of Q2 2026.

  • Atria Investments reported no remaining Franklin Master Intermediate Income Trust position as of Q2 2026 after selling out during the quarter.
  • Atria Investments sold 20,179 Franklin Master Intermediate Income Trust shares in Q2 2026, an estimated $66K.
  • Atria Investments first reported a position in Franklin Master Intermediate Income Trust in Q4 2025 and held it in 2 quarters.
  • Atria Investments's Franklin Master Intermediate Income Trust position peaked at $66K in Q1 2026.
  • 59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.