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Forvis Mazars Wealth Advisors’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Forvis Mazars Wealth Advisors’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 		$1.58M Buy
15,713
+1,020
+7% +$103K 0.03% 179
2026
Q1 		$1.48M Buy
14,693
+46
+0.3% +$4.62K 0.03% 177
2025
Q4 		$1.47M Sell
14,647
-2,830
-16% -$284K 0.03% 176
2025
Q3 		$1.76M Sell
17,477
-1,524
-8% -$153K 0.03% 164
2025
Q2 		$1.91M Buy
19,001
+550
+3% +$55.2K 0.04% 160
2025
Q1 		$1.86M Sell
18,451
-3,878
-17% -$390K 0.04% 159
2024
Q4 		$2.24M Sell
22,329
-3,852
-15% -$387K 0.05% 153
2024
Q3 		$2.64M Sell
26,181
-22,620
-46% -$2.27M 0.06% 147
2024
Q2 		$4.91M Sell
48,801
-3,892
-7% -$391K 0.12% 91
2024
Q1 		$5.3M Buy
52,693
+16,575
+46% +$1.66M 0.13% 85
2023
Q4 		$3.6M Sell
36,118
-27,584
-43% -$2.76M 0.1% 106
2023
Q3 		$6.38M Sell
63,702
-19,307
-23% -$1.93M 0.19% 70
2023
Q2 		$8.28M Sell
83,009
-49,064
-37% -$4.87M 0.24% 69
2023
Q1 		$13.1M Sell
132,073
-43,829
-25% -$4.35M 0.43% 42
2022
Q4 		$17.4M Buy
175,902
+9,538
+6% +$940K 0.61% 31
2022
Q3 		$16.4M Sell
166,364
-10,265
-6% -$1.02M 0.66% 28
2022
Q2 		$17.5M Buy
176,629
+19,044
+12% +$1.9M 0.71% 25
2022
Q1 		$15.8M Buy
157,585
+29,652
+23% +$2.99M 0.67% 22
2021
Q4 		$13M Buy
127,933
+43,378
+51% +$4.41M 0.55% 22
2021
Q3 		$8.62M Sell
84,555
-1,797
-2% -$183K 0.4% 31
2021
Q2 		$8.8M Sell
86,352
-8,355
-9% -$852K 0.41% 30
2021
Q1 		$9.65M Buy
94,707
+11,942
+14% +$1.22M 0.48% 24
2020
Q4 		$8.45M Sell
82,765
-6,275
-7% -$640K 0.42% 30
2020
Q3 		$9.08M Buy
89,040
+67,283
+309% +$6.85M 0.53% 27
2020
Q2 		$2.21M Buy
21,757
+2,778
+15% +$280K 0.14% 76
2020
Q1 		$1.88M Buy
18,979
+2,236
+13% +$226K 0.15% 68
2019
Q4 		$1.7M Sell
16,743
-1,935
-10% -$197K 0.12% 95
2019
Q3 		$1.9M Buy
18,678
+3,995
+27% +$406K 0.15% 87
2019
Q2 		$1.49M Buy
14,683
+9,038
+160% +$918K 0.12% 94
2019
Q1 		$573K Buy
5,645
+2,875
+104% +$291K 0.05% 149
2018
Q4 		$280K Buy
+2,770
New +$281K 0.03% 184

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

Forvis Mazars Wealth Advisors's MINT Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 6.9% in Q2 2026, buying an estimated $103K and bringing the position to 15,713 shares worth $1.58M. The position accounts for 0.03% of the portfolio, ranked #179.

Forvis Mazars Wealth Advisors first reported a position in MINT in Q4 2018 and has held it in 31 quarters since. The position peaked at $17.5M in Q2 2022. 757 funds tracked by Wall St. Rank hold MINT as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 15,713 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $1.58M as of Q2 2026.
  • Forvis Mazars Wealth Advisors bought 1,020 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q2 2026, an estimated $103K.
  • PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.03% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #179 holding.
  • Forvis Mazars Wealth Advisors first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2018 and has held it in 31 quarters since.
  • Forvis Mazars Wealth Advisors's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $17.5M in Q2 2022.
  • 757 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.