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

Lakeridge 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
2026
Q2 		$212K Sell
2,105
-60
-3% -$6.03K 0.08% 177
2026
Q1 		$218K Buy
2,165
+116
+6% +$11.7K 0.09% 160
2025
Q4 		$206K Buy
+2,049
New +$206K 0.09% 153

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

Lakeridge Wealth Management's MINT Position: Q2 2026 in Review

Lakeridge Wealth Management reduced its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 2.8% in Q2 2026, selling an estimated $6.03K and leaving 2,105 shares worth $212K. The position accounts for 0.08% of the portfolio, ranked #177.

Lakeridge Wealth Management first reported a position in MINT in Q4 2025 and has held it in 3 quarters since. The position peaked at $218K in Q1 2026. 758 funds tracked by Wall St. Rank hold MINT as of Q2 2026.

  • Lakeridge Wealth Management held 2,105 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $212K as of Q2 2026.
  • Lakeridge Wealth Management sold 60 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q2 2026, an estimated $6.03K.
  • PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.08% of Lakeridge Wealth Management's portfolio in Q2 2026, its #177 holding.
  • Lakeridge Wealth Management first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • Lakeridge Wealth Management's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $218K in Q1 2026.
  • 758 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.