MFS
WK icon

Mirabella Financial Services’s Workiva WK Stock Holding History

Mirabella Financial Services’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$510K Sell
8,552
-7,676
-47% -$535K 0.05% 269
2025
Q4 		$1.4M Buy
16,228
+12,161
+299% +$1.08M 0.13% 83
2025
Q3 		$350K Buy
4,067
+616
+18% +$46.3K 0.03% 193
2025
Q2 		$236K Sell
3,451
-3,451
-50% -$237K 0.02% 204
2025
Q1 		$525K Buy
6,902
+3,451
+100% +$326K 0.01% 250
2024
Q4 		$378K Sell
3,451
-68,851
-95% -$6.35M 0.03% 211
2024
Q3 		$5.56M Buy
72,302
+60,553
+515% +$4.55M 0.31% 56
2024
Q2 		$858K Buy
+11,749
New +$925K 0.06% 178

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VPM
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EC
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JCAM
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VCM
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return