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

Convergence Financial’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
Q1 		– Sell
-2,021
Closed -$203K – 173
2024
Q4 		$203K Buy
+2,021
New +$203K 0.04% 158

Other funds holding MINT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

Convergence Financial's MINT Position: Q1 2025 in Review

Convergence Financial sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q1 2025, closing a stake of 2,021 shares — an estimated $203K sold.

Convergence Financial first reported a position in MINT in Q4 2024 and held it in 1 quarter. The position peaked at $203K in Q4 2024. 691 funds tracked by Wall St. Rank hold MINT as of Q1 2025.

  • Convergence Financial reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
  • Convergence Financial sold 2,021 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q1 2025, an estimated $203K.
  • Convergence Financial first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2024 and held it in 1 quarter.
  • Convergence Financial's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $203K in Q4 2024.
  • 691 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q1 2025.

Based on Convergence Financial's 13F filing for Q1 2025, filed 25 Apr 2025.