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Empirical Finance’s Maximus MMS Stock Holding History

Empirical Finance’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
Q1 		$910K Hold
14,190
– – 0.04% 319
2025
Q4 		$1.22M Hold
14,190
– – 0.06% 255
2025
Q3 		$1.3M Buy
14,190
+81
+0.6% +$6.56K 0.06% 261
2025
Q2 		$990K Buy
+14,109
New +$991K 0.05% 302

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
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

Empirical Finance's MMS Position: Q1 2026 in Review

Empirical Finance held its Maximus (MMS) position steady in Q1 2026 at 14,190 shares worth $910K. The position accounts for 0.04% of the portfolio, ranked #319.

Empirical Finance first reported a position in MMS in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.3M in Q3 2025. 371 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

  • Empirical Finance held 14,190 shares of Maximus worth $910K as of Q1 2026.
  • Empirical Finance left its Maximus share count unchanged in Q1 2026.
  • Maximus made up 0.04% of Empirical Finance's portfolio in Q1 2026, its #319 holding.
  • Empirical Finance first reported a position in Maximus in Q2 2025 and has held it in 4 quarters since.
  • Empirical Finance's Maximus position peaked at $1.3M in Q3 2025.
  • 371 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on Empirical Finance's 13F filing for Q1 2026, filed 14 May 2026.