Marshall Financial Group (Maryland)’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Marshall Financial Group (Maryland)’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	$354K	Sell	3,515 -454	-11%	-$45.7K	0.05%	243
2026 Q1	$399K	Sell	3,969 -2,093	-35%	-$210K	0.06%	216
2025 Q4	$608K	Sell	6,062 -264	-4%	-$26.5K	0.12%	186
2025 Q3	$637K	Sell	6,326 -658	-9%	-$66.1K	0.12%	174
2025 Q2	$700K	Sell	6,984 -886	-11%	-$88.9K	0.14%	168
2025 Q1	$792K	Sell	7,870 -141	-2%	-$14.2K	0.17%	142
2024 Q4	$804K	Sell	8,011 -108	-1%	-$10.9K	0.19%	132
2024 Q3	$817K	Buy	+8,119	New	+$815K	0.2%	136

Other funds holding MINT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Marshall Financial Group (Maryland)'s MINT Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 11% in Q2 2026, selling an estimated $45.7K and leaving 3,515 shares worth $354K. The position accounts for 0.05% of the portfolio, ranked #243.

Marshall Financial Group (Maryland) first reported a position in MINT in Q3 2024 and has held it in 8 quarters since. The position peaked at $817K in Q3 2024. 758 funds tracked by Wall St. Rank hold MINT as of Q2 2026.

Marshall Financial Group (Maryland) held 3,515 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $354K as of Q2 2026.
Marshall Financial Group (Maryland) sold 454 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q2 2026, an estimated $45.7K.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.05% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #243 holding.
Marshall Financial Group (Maryland) first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q3 2024 and has held it in 8 quarters since.
Marshall Financial Group (Maryland)'s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $817K in Q3 2024.
758 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.