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Legacy Trust’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Legacy Trust’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 		$403K Hold
4,000
– – 0.07% 161
2026
Q2 		$403K Hold
4,000
– – 0.07% 156
2026
Q1 		$402K Hold
4,000
– – 0.08% 151
2025
Q4 		$401K Buy
+4,000
New +$402K 0.08% 148

Other funds holding MINT

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
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
Advisor OS
Advisor OS Chicago, Illinois $1.52B AUM 15.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Legacy Trust's MINT Position: Q3 2026 in Review

Legacy Trust held its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) position steady in Q3 2026 at 4,000 shares worth $403K. The position accounts for 0.07% of the portfolio, ranked #161.

Legacy Trust first reported a position in MINT in Q4 2025 and has held it in 4 quarters since. The position peaked at $403K in Q2 2026. 506 funds tracked by Wall St. Rank hold MINT as of Q3 2026.

  • Legacy Trust held 4,000 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $403K as of Q3 2026.
  • Legacy Trust left its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund share count unchanged in Q3 2026.
  • PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.07% of Legacy Trust's portfolio in Q3 2026, its #161 holding.
  • Legacy Trust first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2025 and has held it in 4 quarters since.
  • Legacy Trust's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $403K in Q2 2026.
  • 506 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.