Pinnacle Financial Group, LLC / IL MINT β€” PIMCO ETF TR

Ownership history in Pinnacle Financial Group, LLC / IL  Β·  2 quarters on record

AI Ownership Summary

Pinnacle Financial Group, LLC / IL reported PIMCO ETF TR (MINT) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 2.48% in 2026 Q1. The latest visible filing shows MINT at 2.45% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MINT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Pinnacle Financial Group, LLC / IL's position in PIMCO ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

MINT was reported at 2.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.48% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Pinnacle Financial Group, LLC / IL held MINT β€” position size vs. price
% of Fund (quarterly)    MINT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 99,376 +9,423 +10.5% 2.45% $10.0M 2026-07-30 $100.11
2026 Q1 INITIATED β€” β€” β€” 89,953 β€” β€” 2.48% $9.0M 2026-05-13 $99.22

FAQ About Pinnacle Financial Group, LLC / IL and MINT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Pinnacle Financial Group, LLC / IL reported owning MINT?

Pinnacle Financial Group, LLC / IL reported MINT across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported MINT position in Pinnacle Financial Group, LLC / IL's portfolio?

The largest reported portfolio weight for MINT was 2.48% in 2026 Q1.

What is the latest reported MINT position on this page?

The most recent filing on this page is 2026 Q2, when Pinnacle Financial Group, LLC / IL reported 99,376 shares, equal to 2.45% of portfolio, with an estimated market value of $10.0M.

What does the chart on this MINT ownership page compare?

The chart compares Pinnacle Financial Group, LLC / IL's quarterly MINT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Pinnacle Financial Group, LLC / IL Holdings