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Mirabella Financial Services’s Latham Group SWIM Stock Holding History

Mirabella Financial Services’s Portfolio SWIM Stock Details SWIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-50,874
Closed -$273K – 1122
2026
Q1 		$273K Buy
+50,874
New +$324K 0.03% 546

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AAM
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KeyBank National Association
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FG
Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

Mirabella Financial Services's SWIM Position: Q2 2026 in Review

Mirabella Financial Services sold out of Latham Group (SWIM) in Q2 2026, closing a stake of 50,874 shares — an estimated $273K sold.

Mirabella Financial Services first reported a position in SWIM in Q1 2026 and held it in 1 quarter. The position peaked at $273K in Q1 2026. 135 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

  • Mirabella Financial Services reported no remaining Latham Group position as of Q2 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 50,874 Latham Group shares in Q2 2026, an estimated $273K.
  • Mirabella Financial Services first reported a position in Latham Group in Q1 2026 and held it in 1 quarter.
  • Mirabella Financial Services's Latham Group position peaked at $273K in Q1 2026.
  • 135 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.