AF
MMS icon

Allworth Financial’s Maximus MMS Stock Holding History

Allworth Financial’s Portfolio MMS Stock Details MMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.5K Sell
401
-69
-15% -$4.3K ﹤0.01% 3133
2026
Q1 		$30.1K Sell
470
-57
-11% -$4.63K ﹤0.01% 2700
2025
Q4 		$45.5K Sell
527
-86
-14% -$7.35K ﹤0.01% 2265
2025
Q3 		$56K Buy
613
+282
+85% +$22.9K ﹤0.01% 2030
2025
Q2 		$23.2K Buy
331
+60
+22% +$4.21K ﹤0.01% 2425
2025
Q1 		$18.7K Sell
271
-1,224
-82% -$87.2K ﹤0.01% 2126
2024
Q4 		$116K Buy
1,495
+1,409
+1,638% +$115K ﹤0.01% 1195
2024
Q3 		$8.01K Sell
86
-30
-26% -$2.68K ﹤0.01% 2358
2024
Q2 		$10.4K Buy
116
+71
+158% +$5.96K ﹤0.01% 2204
2024
Q1 		$3.78K Buy
45
+5
+13% +$411 ﹤0.01% 2527
2023
Q4 		$3.35K Sell
40
-10
-20% -$798 ﹤0.01% 2445
2023
Q3 		$3.73K Sell
50
-38
-43% -$3.09K ﹤0.01% 2253
2023
Q2 		$7.45K Hold
88
– – ﹤0.01% 1951
2023
Q1 		$6.93K Buy
88
+67
+319% +$5.16K ﹤0.01% 1922
2022
Q4 		$1.54K Buy
21
+12
+133% +$774 ﹤0.01% 2330
2022
Q3 		$1K Buy
+9
New +$561 ﹤0.01% 2437

Other funds holding MMS

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Allworth Financial's MMS Position: Q2 2026 in Review

Allworth Financial reduced its Maximus (MMS) stake by 15% in Q2 2026, selling an estimated $4.3K and leaving 401 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3133.

Allworth Financial first reported a position in MMS in Q3 2022 and has held it in 16 quarters since. The position peaked at $116K in Q4 2024. 349 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Allworth Financial held 401 shares of Maximus worth $21.5K as of Q2 2026.
  • Allworth Financial sold 69 Maximus shares in Q2 2026, an estimated $4.3K.
  • Maximus made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3133 holding.
  • Allworth Financial first reported a position in Maximus in Q3 2022 and has held it in 16 quarters since.
  • Allworth Financial's Maximus position peaked at $116K in Q4 2024.
  • 349 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.