Newbridge Financial Services Group’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Newbridge Financial Services Group’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
2025 Q4	–	Sell	-955	Closed	-$96.2K	–	1343
2025 Q3	$96.2K	Hold	955	–	–	0.01%	399
2025 Q2	$96K	Buy	+955	New	+$95.8K	0.02%	387
2022 Q4	–	Sell	-187	Closed	-$18K	–	1489
2022 Q3	$18K	Buy	+187	New	+$18.5K	0.01%	728
2022 Q2	–	Sell	-8	Closed	-$1K	–	1458
2022 Q1	$1K	Buy	+8	New	+$808	﹤0.01%	1388

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

Newbridge Financial Services Group's MINT Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q4 2025, closing a stake of 955 shares — an estimated $96.2K sold.

Newbridge Financial Services Group first reported a position in MINT in Q1 2022 and held it in 4 quarters. The position peaked at $96.2K in Q3 2025. 736 funds tracked by Wall St. Rank hold MINT as of Q4 2025.

Newbridge Financial Services Group reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 955 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q4 2025, an estimated $96.2K.
Newbridge Financial Services Group first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q1 2022 and held it in 4 quarters.
Newbridge Financial Services Group's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $96.2K in Q3 2025.
736 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.