BGAI
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Bruce G. Allen Investments’s Maximus MMS Stock Holding History

Bruce G. Allen Investments’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 		$806 Hold
15
– – ﹤0.01% 859
2026
Q1 		$962 Buy
15
+4
+36% +$325 ﹤0.01% 829
2025
Q4 		$950 Buy
11
+1
+10% +$85 ﹤0.01% 839
2025
Q3 		$914 Buy
10
+3
+43% +$243 ﹤0.01% 845
2025
Q2 		$491 Buy
7
+1
+17% +$70 ﹤0.01% 956
2025
Q1 		$409 Buy
+6
New +$427 ﹤0.01% 979
2024
Q4 		– Sell
-3
Closed -$279 – 1127
2024
Q3 		$279 Hold
3
– – ﹤0.01% 1060
2024
Q2 		$257 Hold
3
– – ﹤0.01% 932
2024
Q1 		$252 Hold
3
– – ﹤0.01% 926
2023
Q4 		$252 Buy
+3
New +$239 ﹤0.01% 973

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 $3.38T AUM 44.17% 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 $4.11B AUM 38.38% 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

Bruce G. Allen Investments's MMS Position: Q2 2026 in Review

Bruce G. Allen Investments held its Maximus (MMS) position steady in Q2 2026 at 15 shares worth $806. The position accounts for ﹤0.01% of the portfolio, ranked #859.

Bruce G. Allen Investments first reported a position in MMS in Q4 2023 and has held it in 10 quarters since. The position peaked at $962 in Q1 2026. 352 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Bruce G. Allen Investments held 15 shares of Maximus worth $806 as of Q2 2026.
  • Bruce G. Allen Investments left its Maximus share count unchanged in Q2 2026.
  • Maximus made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #859 holding.
  • Bruce G. Allen Investments first reported a position in Maximus in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's Maximus position peaked at $962 in Q1 2026.
  • 352 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.