BOK Financial’s Maximus MMS Stock Holding History

BOK 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
2025 Q2	–	Sell	-39	Closed	-$2.66K	–	1265
2025 Q1	$2.66K	Hold	39	–	–	﹤0.01%	1096
2024 Q4	$3K	Hold	39	–	–	﹤0.01%	1101
2024 Q3	$3.55K	Buy	+39	New	+$3.49K	﹤0.01%	1099

Other funds holding MMS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BOK Financial's MMS Position: Q2 2025 in Review

BOK Financial sold out of Maximus (MMS) in Q2 2025, closing a stake of 39 shares — an estimated $2.66K sold.

BOK Financial first reported a position in MMS in Q3 2024 and held it in 3 quarters. The position peaked at $3.55K in Q3 2024. 378 funds tracked by Wall St. Rank hold MMS as of Q2 2025.

BOK Financial reported no remaining Maximus position as of Q2 2025 after selling out during the quarter.
BOK Financial sold 39 Maximus shares in Q2 2025, an estimated $2.66K.
BOK Financial first reported a position in Maximus in Q3 2024 and held it in 3 quarters.
BOK Financial's Maximus position peaked at $3.55K in Q3 2024.
378 funds tracked by Wall St. Rank held Maximus as of Q2 2025.

Based on BOK Financial's 13F filing for Q2 2025, filed 12 Aug 2025.