MFS
CON

Mirabella Financial Services’s Concentra Group Holdings CON Stock Holding History

Mirabella Financial Services’s Portfolio CON Stock Details CON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,986
Closed -$216K – 1213
2025
Q4 		$216K Buy
+10,986
New +$220K 0.02% 590

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VPM
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VCM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Mirabella Financial Services's CON Position: Q1 2026 in Review

Mirabella Financial Services sold out of Concentra Group Holdings (CON) in Q1 2026, closing a stake of 10,986 shares — an estimated $216K sold.

Mirabella Financial Services first reported a position in CON in Q4 2025 and held it in 1 quarter. The position peaked at $216K in Q4 2025. 279 funds tracked by Wall St. Rank hold CON as of Q1 2026.

  • Mirabella Financial Services reported no remaining Concentra Group Holdings position as of Q1 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 10,986 Concentra Group Holdings shares in Q1 2026, an estimated $216K.
  • Mirabella Financial Services first reported a position in Concentra Group Holdings in Q4 2025 and held it in 1 quarter.
  • Mirabella Financial Services's Concentra Group Holdings position peaked at $216K in Q4 2025.
  • 279 funds tracked by Wall St. Rank held Concentra Group Holdings as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.