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Beacon Financial Planning’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Beacon Financial Planning’s Portfolio MINT Stock Details MINT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$849K Buy
8,420
+3,462
+70% +$348K 0.29% 41
2026
Q1 		$499K Buy
+4,958
New +$498K 0.19% 49

Other funds holding MINT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Beacon Financial Planning's MINT Position: Q2 2026 in Review

Beacon Financial Planning increased its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 70% in Q2 2026, buying an estimated $348K and bringing the position to 8,420 shares worth $849K. The position accounts for 0.29% of the portfolio, ranked #41.

Beacon Financial Planning first reported a position in MINT in Q1 2026 and has held it in 2 quarters since. 764 funds tracked by Wall St. Rank hold MINT as of Q2 2026.

  • Beacon Financial Planning held 8,420 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $849K as of Q2 2026.
  • Beacon Financial Planning bought 3,462 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q2 2026, an estimated $348K.
  • PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.29% of Beacon Financial Planning's portfolio in Q2 2026, its #41 holding.
  • Beacon Financial Planning first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q1 2026 and has held it in 2 quarters since.
  • 764 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2026.

Based on Beacon Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.