Convergence Financial
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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
2026
Q3 		– Sell
-2,056
Closed -$207K – 307
2026
Q2 		$207K Buy
+2,056
New +$207K 0.02% 261
2025
Q1 		– Sell
-2,021
Closed -$203K – 173
2024
Q4 		$203K Buy
+2,021
New +$203K 0.04% 158

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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Money Concepts Capital
Money Concepts Capital Palm Beach Gardens, Florida $2.17B AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Convergence Financial's MINT Position: Q3 2026 in Review

Convergence Financial sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q3 2026, closing a stake of 2,056 shares — an estimated $207K sold.

Convergence Financial first reported a position in MINT in Q4 2024 and held it in 2 quarters. The position peaked at $207K in Q2 2026. 543 funds tracked by Wall St. Rank hold MINT as of Q3 2026.

  • Convergence Financial reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q3 2026 after selling out during the quarter.
  • Convergence Financial sold 2,056 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q3 2026, an estimated $207K.
  • Convergence Financial first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2024 and held it in 2 quarters.
  • Convergence Financial's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $207K in Q2 2026.
  • 543 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q3 2026.

Based on Convergence Financial's 13F filing for Q3 2026, filed 27 Oct 2026.