BFC Planning, Inc.’s Maximus MMS Stock Holding History

BFC Planning, Inc.’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	–	Sell	-19	Closed	-$1.02K	–	3557
2026 Q2	$1.02K	Sell	19 -23	-55%	-$1.43K	﹤0.01%	3148
2026 Q1	$2.69K	Sell	42 -50	-54%	-$4.06K	﹤0.01%	2522
2025 Q4	$7.94K	Buy	92 +50	+119%	+$4.27K	﹤0.01%	2158
2025 Q3	$3.84K	Buy	42 +19	+83%	+$1.54K	﹤0.01%	2280
2025 Q2	$1.62K	Hold	23	–	–	﹤0.01%	2357
2025 Q1	$1.57K	Buy	+23	New	+$1.64K	﹤0.01%	2352

Other funds holding MMS

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return

BFC Planning, Inc.'s MMS Position: Q3 2026 in Review

BFC Planning, Inc. sold out of Maximus (MMS) in Q3 2026, closing a stake of 19 shares — an estimated $1.02K sold.

BFC Planning, Inc. first reported a position in MMS in Q1 2025 and held it in 6 quarters. The position peaked at $7.94K in Q4 2025. 279 funds tracked by Wall St. Rank hold MMS as of Q3 2026.

BFC Planning, Inc. reported no remaining Maximus position as of Q3 2026 after selling out during the quarter.
BFC Planning, Inc. sold 19 Maximus shares in Q3 2026, an estimated $1.02K.
BFC Planning, Inc. first reported a position in Maximus in Q1 2025 and held it in 6 quarters.
BFC Planning, Inc.'s Maximus position peaked at $7.94K in Q4 2025.
279 funds tracked by Wall St. Rank held Maximus as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.