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Farther Finance Advisors’s Maximus MMS Stock Holding History

Farther Finance Advisors’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
Q3 		$92.7K Buy
1,743
+1,437
+470% +$82.5K ﹤0.01% 2925
2026
Q2 		$16.5K Sell
306
-7
-2% -$436 ﹤0.01% 4110
2026
Q1 		$19.6K Buy
313
+29
+10% +$2.35K ﹤0.01% 3674
2025
Q4 		$24.6K Buy
284
+116
+69% +$9.92K ﹤0.01% 3304
2025
Q3 		$15.3K Buy
168
+48
+40% +$3.89K ﹤0.01% 3204
2025
Q2 		$8.4K Sell
120
-35
-23% -$2.46K ﹤0.01% 3162
2025
Q1 		$10.6K Sell
155
-665
-81% -$47.4K ﹤0.01% 2708
2024
Q4 		$61.2K Buy
820
+428
+109% +$34.9K ﹤0.01% 1553
2024
Q3 		$36.5K Buy
392
+4
+1% +$358 ﹤0.01% 1808
2024
Q2 		$33K Buy
388
+44
+13% +$3.7K ﹤0.01% 1583
2024
Q1 		$28.3K Buy
344
+27
+9% +$2.22K ﹤0.01% 1385
2023
Q4 		$26.6K Buy
317
+16
+5% +$1.28K ﹤0.01% 1245
2023
Q3 		$22.5K Sell
301
-51
-14% -$4.15K ﹤0.01% 1051
2023
Q2 		$29.8K Buy
352
+147
+72% +$12.1K 0.01% 864
2023
Q1 		$16.1K Buy
205
+52
+34% +$4K ﹤0.01% 968
2022
Q4 		$11.2K Buy
+153
New +$9.87K ﹤0.01% 910

Other funds holding MMS

RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's MMS Position: Q3 2026 in Review

Farther Finance Advisors increased its Maximus (MMS) stake by 470% in Q3 2026, buying an estimated $82.5K and bringing the position to 1,743 shares worth $92.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2925.

Farther Finance Advisors first reported a position in MMS in Q4 2022 and has held it in 16 quarters since. 10 funds tracked by Wall St. Rank hold MMS as of Q3 2026.

  • Farther Finance Advisors held 1,743 shares of Maximus worth $92.7K as of Q3 2026.
  • Farther Finance Advisors bought 1,437 Maximus shares in Q3 2026, an estimated $82.5K.
  • Maximus made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2925 holding.
  • Farther Finance Advisors first reported a position in Maximus in Q4 2022 and has held it in 16 quarters since.
  • 10 funds tracked by Wall St. Rank held Maximus as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.