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Amalgamated Bank’s Maximus MMS Stock Holding History

Amalgamated Bank’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 		$1.2M Sell
22,375
-1,272
-5% -$79.3K 0.01% 1028
2026
Q1 		$1.52M Sell
23,647
-90
-0.4% -$7.31K 0.01% 918
2025
Q4 		$2.05M Sell
23,737
-998
-4% -$85.3K 0.01% 819
2025
Q3 		$2.26M Sell
24,735
-60
-0.2% -$4.86K 0.02% 752
2025
Q2 		$1.74M Sell
24,795
-126
-0.5% -$8.85K 0.01% 837
2025
Q1 		$1.7M Sell
24,921
-2,681
-10% -$191K 0.01% 833
2024
Q4 		$2.06M Hold
27,602
– – 0.02% 784
2024
Q3 		$2.57M Sell
27,602
-1,935
-7% -$173K 0.02% 708
2024
Q2 		$2.53M Sell
29,537
-2,423
-8% -$204K 0.02% 760
2024
Q1 		$2.68M Sell
31,960
-5,693
-15% -$468K 0.02% 742
2023
Q4 		$3.16M Sell
37,653
-1,163
-3% -$92.8K 0.03% 721
2023
Q3 		$2.9M Sell
38,816
-932
-2% -$75.9K 0.02% 713
2023
Q2 		$3.36M Sell
39,748
-785
-2% -$64.6K 0.03% 644
2023
Q1 		$3.19M Sell
40,533
-2,143
-5% -$165K 0.03% 662
2022
Q4 		$3.13M Buy
42,676
+669
+2% +$43.2K 0.03% 726
2022
Q3 		$2.43M Buy
42,007
+406
+1% +$25.3K 0.02% 753
2022
Q2 		$2.6M Sell
41,601
-391
-0.9% -$26.4K 0.02% 767
2022
Q1 		$3.15M Sell
41,992
-1,773
-4% -$136K 0.02% 735
2021
Q4 		$3.49M Buy
43,765
+164
+0.4% +$13.4K 0.03% 699
2021
Q3 		$3.63M Sell
43,601
-4,614
-10% -$395K 0.03% 669
2021
Q2 		$4.24M Buy
48,215
+38,978
+422% +$3.57M 0.03% 627
2021
Q1 		$822K Sell
9,237
-856
-8% -$70K 0.03% 690
2020
Q4 		$739K Buy
10,093
+89
+0.9% +$6.31K 0.03% 738
2020
Q3 		$684K Sell
10,004
-331
-3% -$24.3K 0.03% 663
2020
Q2 		$728K Sell
10,335
-1,589
-13% -$107K 0.03% 593
2020
Q1 		$694K Sell
11,924
-376
-3% -$25.5K 0.02% 759
2019
Q4 		$915K Buy
12,300
+482
+4% +$36.2K 0.02% 834
2019
Q3 		$913K Sell
11,818
-180
-2% -$13.7K 0.02% 783
2019
Q2 		$870K Buy
11,998
+1,720
+17% +$125K 0.02% 811
2019
Q1 		$730K Buy
10,278
+285
+3% +$20K 0.02% 828
2018
Q4 		$650K Buy
9,993
+5,584
+127% +$367K 0.02% 814
2018
Q3 		$287K Sell
4,409
-6,155
-58% -$400K 0.01% 1141
2018
Q2 		$656K Buy
10,564
+1,315
+14% +$85.2K 0.02% 900
2018
Q1 		$617K Sell
9,249
-164
-2% -$11.2K 0.02% 865
2017
Q4 		$674K Buy
9,413
+575
+7% +$38.7K 0.02% 853
2017
Q3 		$570K Sell
8,838
-420
-5% -$25.7K 0.02% 888
2017
Q2 		$580K Buy
9,258
+429
+5% +$26.6K 0.02% 885
2017
Q1 		$549K Sell
8,829
-7
-0.1% -$411 0.03% 782
2016
Q4 		$493K Buy
8,836
+1,084
+14% +$58.9K 0.02% 840
2016
Q3 		$438K Sell
7,752
-3
-0% -$175 0.03% 804
2016
Q2 		$463K Buy
7,755
+519
+7% +$28K 0.03% 767
2016
Q1 		$381K Buy
7,236
+605
+9% +$30.9K 0.04% 713
2015
Q4 		$373K Sell
6,631
-575
-8% -$34.7K 0.05% 616
2015
Q3 		$429K Buy
7,206
+89
+1% +$5.66K 0.05% 604
2015
Q2 		$468K Sell
7,117
-50
-0.7% -$3.27K 0.05% 614
2015
Q1 		$478K Buy
7,167
+555
+8% +$33K 0.06% 439
2014
Q4 		$363K Buy
6,612
+9
+0.1% +$438 0.06% 478
2014
Q3 		$265K Sell
6,603
-3
-0% -$124 0.04% 658
2014
Q2 		$284K Sell
6,606
-412
-6% -$17.7K 0.04% 627
2014
Q1 		$315K Sell
7,018
-64
-0.9% -$2.89K 0.05% 536
2013
Q4 		$312K Buy
+7,082
New +$326K 0.05% 538

Other funds holding MMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Amalgamated Bank's MMS Position: Q2 2026 in Review

Amalgamated Bank reduced its Maximus (MMS) stake by 5.4% in Q2 2026, selling an estimated $79.3K and leaving 22,375 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #1028.

Amalgamated Bank first reported a position in MMS in Q4 2013 and has held it in 51 quarters since. The position peaked at $4.24M in Q2 2021. 162 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Amalgamated Bank held 22,375 shares of Maximus worth $1.2M as of Q2 2026.
  • Amalgamated Bank sold 1,272 Maximus shares in Q2 2026, an estimated $79.3K.
  • Maximus made up 0.01% of Amalgamated Bank's portfolio in Q2 2026, its #1028 holding.
  • Amalgamated Bank first reported a position in Maximus in Q4 2013 and has held it in 51 quarters since.
  • Amalgamated Bank's Maximus position peaked at $4.24M in Q2 2021.
  • 162 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.