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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
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 $4.93B AUM 12.22% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Atria Investments's PIM Position: Q1 2026 in Review

Atria Investments increased its Franklin Master Intermediate Income Trust (PIM) stake by 25% in Q1 2026, buying an estimated $13.4K and bringing the position to 20,179 shares worth $66K. The position accounts for ﹤0.01% of the portfolio, ranked #2020.

Atria Investments first reported a position in PIM in Q4 2025 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold PIM as of Q1 2026.

  • Atria Investments held 20,179 shares of Franklin Master Intermediate Income Trust worth $66K as of Q1 2026.
  • Atria Investments bought 4,092 Franklin Master Intermediate Income Trust shares in Q1 2026, an estimated $13.4K.
  • Franklin Master Intermediate Income Trust made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #2020 holding.
  • Atria Investments first reported a position in Franklin Master Intermediate Income Trust in Q4 2025 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.