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Colonial Trust’s Maximus MMS Stock Holding History

Colonial Trust’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 		$5.38K Hold
100
– – ﹤0.01% 851
2026
Q1 		$6.41K Hold
100
– – ﹤0.01% 816
2025
Q4 		$8.63K Hold
100
– – ﹤0.01% 784
2025
Q3 		$9.14K Hold
100
– – ﹤0.01% 760
2025
Q2 		$7.02K Hold
100
– – ﹤0.01% 790
2025
Q1 		$6.82K Sell
100
-113
-53% -$8.05K ﹤0.01% 794
2024
Q4 		$15.9K Buy
213
+13
+7% +$1.06K ﹤0.01% 856
2024
Q3 		$18.6K Hold
200
– – ﹤0.01% 731
2024
Q2 		$17.1K Hold
200
– – ﹤0.01% 702
2024
Q1 		$16.8K Hold
200
– – ﹤0.01% 686
2023
Q4 		$16.8K Hold
200
– – ﹤0.01% 654
2023
Q3 		$14.9K Hold
200
– – ﹤0.01% 647
2023
Q2 		$16.9K Buy
+200
New +$16.4K ﹤0.01% 622

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

Colonial Trust's MMS Position: Q2 2026 in Review

Colonial Trust held its Maximus (MMS) position steady in Q2 2026 at 100 shares worth $5.38K. The position accounts for ﹤0.01% of the portfolio, ranked #851.

Colonial Trust first reported a position in MMS in Q2 2023 and has held it in 13 quarters since. The position peaked at $18.6K in Q3 2024. 352 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Colonial Trust held 100 shares of Maximus worth $5.38K as of Q2 2026.
  • Colonial Trust left its Maximus share count unchanged in Q2 2026.
  • Maximus made up ﹤0.01% of Colonial Trust's portfolio in Q2 2026, its #851 holding.
  • Colonial Trust first reported a position in Maximus in Q2 2023 and has held it in 13 quarters since.
  • Colonial Trust's Maximus position peaked at $18.6K in Q3 2024.
  • 352 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.