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J. Safra Asset Management’s Maximus MMS Stock Holding History

J. Safra Asset Management’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 		$7.5K Buy
117
+55
+89% +$4.46K ﹤0.01% 402
2025
Q4 		$5.35K Hold
62
– – ﹤0.01% 413
2025
Q3 		$5.67K Sell
62
-304
-83% -$24.6K ﹤0.01% 297
2025
Q2 		$25.7K Sell
366
-147
-29% -$10.3K ﹤0.01% 236
2025
Q1 		$35K Buy
513
+29
+6% +$2.07K ﹤0.01% 204
2024
Q4 		$35.9K Buy
484
+137
+39% +$11.2K ﹤0.01% 210
2024
Q3 		$32.2K Buy
347
+309
+813% +$27.6K ﹤0.01% 183
2024
Q2 		$3.26K Buy
+38
New +$3.19K ﹤0.01% 191

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

J. Safra Asset Management's MMS Position: Q1 2026 in Review

J. Safra Asset Management increased its Maximus (MMS) stake by 89% in Q1 2026, buying an estimated $4.46K and bringing the position to 117 shares worth $7.5K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

J. Safra Asset Management first reported a position in MMS in Q2 2024 and has held it in 8 quarters since. The position peaked at $35.9K in Q4 2024. 371 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

  • J. Safra Asset Management held 117 shares of Maximus worth $7.5K as of Q1 2026.
  • J. Safra Asset Management bought 55 Maximus shares in Q1 2026, an estimated $4.46K.
  • Maximus made up ﹤0.01% of J. Safra Asset Management's portfolio in Q1 2026, its #402 holding.
  • J. Safra Asset Management first reported a position in Maximus in Q2 2024 and has held it in 8 quarters since.
  • J. Safra Asset Management's Maximus position peaked at $35.9K in Q4 2024.
  • 371 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.