BWM
MINT icon

BigSur Wealth Management’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

BigSur Wealth Management’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
2025
Q4 		– Sell
-6,600
Closed -$665K – 162
2025
Q3 		$665K Hold
6,600
– – 0.16% 103
2025
Q2 		$664K Buy
+6,600
New +$662K 0.17% 106

Other funds holding MINT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

BigSur Wealth Management's MINT Position: Q4 2025 in Review

BigSur Wealth Management sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q4 2025, closing a stake of 6,600 shares — an estimated $665K sold.

BigSur Wealth Management first reported a position in MINT in Q2 2025 and held it in 2 quarters. The position peaked at $665K in Q3 2025. 732 funds tracked by Wall St. Rank hold MINT as of Q4 2025.

  • BigSur Wealth Management reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
  • BigSur Wealth Management sold 6,600 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q4 2025, an estimated $665K.
  • BigSur Wealth Management first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q2 2025 and held it in 2 quarters.
  • BigSur Wealth Management's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $665K in Q3 2025.
  • 732 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q4 2025.

Based on BigSur Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.