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Perryman Financial Advisory’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Perryman Financial Advisory’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 		– Sell
-2,586
Closed -$260K – 197
2026
Q1 		$260K Buy
+2,586
New +$260K 0.04% 157

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

Perryman Financial Advisory's MINT Position: Q2 2026 in Review

Perryman Financial Advisory sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q2 2026, closing a stake of 2,586 shares — an estimated $260K sold.

Perryman Financial Advisory first reported a position in MINT in Q1 2026 and held it in 1 quarter. The position peaked at $260K in Q1 2026. 757 funds tracked by Wall St. Rank hold MINT as of Q2 2026.

  • Perryman Financial Advisory reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
  • Perryman Financial Advisory sold 2,586 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q2 2026, an estimated $260K.
  • Perryman Financial Advisory first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q1 2026 and held it in 1 quarter.
  • Perryman Financial Advisory's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $260K in Q1 2026.
  • 757 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.