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

Root Financial Partners’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	-255	Closed	-$25.6K	–	2070
2026 Q1	$25.6K	Buy	255 +109	+75%	+$11K	﹤0.01%	1187
2025 Q4	$14.7K	Sell	146 -17	-10%	-$1.71K	﹤0.01%	1330
2025 Q3	$16.4K	Sell	163 -2,675	-94%	-$269K	﹤0.01%	1217
2025 Q2	$285K	Buy	+2,838	New	+$285K	0.03%	187

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

Root Financial Partners's MINT Position: Q2 2026 in Review

Root Financial Partners sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q2 2026, closing a stake of 255 shares — an estimated $25.6K sold.

Root Financial Partners first reported a position in MINT in Q2 2025 and held it in 4 quarters. The position peaked at $285K in Q2 2025. 759 funds tracked by Wall St. Rank hold MINT as of Q2 2026.

Root Financial Partners reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 255 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q2 2026, an estimated $25.6K.
Root Financial Partners first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q2 2025 and held it in 4 quarters.
Root Financial Partners's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $285K in Q2 2025.
759 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.