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Bay Harbor Wealth Management’s Maximus MMS Stock Holding History

Bay Harbor Wealth Management’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 		$538 Buy
10
+3
+43% +$187 ﹤0.01% 1048
2026
Q1 		$448 Hold
7
– – ﹤0.01% 1024
2025
Q4 		$604 Buy
7
+3
+75% +$256 ﹤0.01% 793
2025
Q3 		$365 Hold
4
– – ﹤0.01% 847
2025
Q2 		$280 Buy
4
+3
+300% +$211 ﹤0.01% 819
2025
Q1 		$68 Buy
+1
New +$71 ﹤0.01% 965

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

Bay Harbor Wealth Management's MMS Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Maximus (MMS) stake by 43% in Q2 2026, buying an estimated $187 and bringing the position to 10 shares worth $538. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

Bay Harbor Wealth Management first reported a position in MMS in Q1 2025 and has held it in 6 quarters since. The position peaked at $604 in Q4 2025. 349 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Bay Harbor Wealth Management held 10 shares of Maximus worth $538 as of Q2 2026.
  • Bay Harbor Wealth Management bought 3 Maximus shares in Q2 2026, an estimated $187.
  • Maximus made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1048 holding.
  • Bay Harbor Wealth Management first reported a position in Maximus in Q1 2025 and has held it in 6 quarters since.
  • Bay Harbor Wealth Management's Maximus position peaked at $604 in Q4 2025.
  • 349 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.