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Bare Financial Services’s Maximus MMS Stock Holding History

Bare Financial Services’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 		$860 Sell
16
-8
-33% -$499 ﹤0.01% 1434
2026
Q1 		$1.54K Sell
24
-31
-56% -$2.52K ﹤0.01% 1077
2025
Q4 		$4.75K Hold
55
– – ﹤0.01% 549
2025
Q3 		$5.03K Buy
+55
New +$4.46K ﹤0.01% 534

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

Bare Financial Services's MMS Position: Q2 2026 in Review

Bare Financial Services reduced its Maximus (MMS) stake by 33% in Q2 2026, selling an estimated $499 and leaving 16 shares worth $860. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

Bare Financial Services first reported a position in MMS in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.03K in Q3 2025. 349 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Bare Financial Services held 16 shares of Maximus worth $860 as of Q2 2026.
  • Bare Financial Services sold 8 Maximus shares in Q2 2026, an estimated $499.
  • Maximus made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1434 holding.
  • Bare Financial Services first reported a position in Maximus in Q3 2025 and has held it in 4 quarters since.
  • Bare Financial Services's Maximus position peaked at $5.03K in Q3 2025.
  • 349 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.