Ogorek Anthony Joseph’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Ogorek Anthony Joseph’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 Q1	$7.41M	Buy	+73,645	New	+$7.4M	2.03%	18
2023 Q4	–	Sell	-38	Closed	-$3K	–	292
2023 Q3	$3K	Hold	38	–	–	﹤0.01%	235
2023 Q2	$3K	Hold	38	–	–	﹤0.01%	230
2023 Q1	$3K	Hold	38	–	–	﹤0.01%	236
2022 Q4	$3K	Hold	38	–	–	﹤0.01%	199
2022 Q3	$3K	Hold	38	–	–	﹤0.01%	192
2022 Q2	$3K	Hold	38	–	–	﹤0.01%	196
2022 Q1	$3K	Buy	+38	New	+$3.84K	﹤0.01%	219
2021 Q4	–	Sell	-38	Closed	-$3K	–	246
2021 Q3	$3K	Hold	38	–	–	﹤0.01%	213
2021 Q2	$3K	Hold	38	–	–	﹤0.01%	191
2021 Q1	$3K	Hold	38	–	–	﹤0.01%	181
2020 Q4	$3K	Hold	38	–	–	﹤0.01%	174
2020 Q3	$3K	Hold	38	–	–	﹤0.01%	158
2020 Q2	$3K	Hold	38	–	–	﹤0.01%	171
2020 Q1	$3K	Sell	38 -2,715	-99%	-$274K	﹤0.01%	182
2019 Q4	$279K	Buy	2,753 +1	+0%	+$102	0.14%	26
2019 Q3	$279K	Sell	2,752 -111,938	-98%	-$11.4M	0.17%	22
2019 Q2	$11.7M	Sell	114,690 -14,719	-11%	-$1.49M	7.86%	6
2019 Q1	$13.1M	Sell	129,409 -8,124	-6%	-$823K	8.72%	6
2018 Q4	$13.9M	Buy	137,533 +10,299	+8%	+$1.04M	11.05%	5
2018 Q3	$12.9M	Sell	127,234 -116	-0.1%	-$11.8K	9.53%	5
2018 Q2	$12.9M	Buy	127,350 +61,508	+93%	+$6.24M	10.07%	6
2018 Q1	$6.69M	Buy	+65,842	New	+$6.69M	5.81%	5

Other funds holding MINT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Ogorek Anthony Joseph's MINT Position: Q1 2026 in Review

Ogorek Anthony Joseph opened a new position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q1 2026: 73,645 shares worth $7.41M. The stake represents 2.03% of the portfolio and ranks #18 among its holdings. This is a return to the name: Ogorek Anthony Joseph previously reported a position in MINT as recently as Q3 2023.

Ogorek Anthony Joseph first reported a position in MINT in Q1 2018 and has held it in 23 quarters since. The position peaked at $13.9M in Q4 2018. 740 funds tracked by Wall St. Rank hold MINT as of Q1 2026.

Ogorek Anthony Joseph held 73,645 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $7.41M as of Q1 2026.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund was a new Ogorek Anthony Joseph position in Q1 2026.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 2.03% of Ogorek Anthony Joseph's portfolio in Q1 2026, its #18 holding.
Ogorek Anthony Joseph first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q1 2018 and has held it in 23 quarters since.
Ogorek Anthony Joseph's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $13.9M in Q4 2018.
740 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q1 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2026, filed 11 May 2026.