Janney Montgomery Scott’s Maximus MMS Stock Holding History

Janney Montgomery Scott’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	$591K	Sell	9,217 -1,574	-15%	-$128K	﹤0.01%	1943
2025 Q4	$931K	Sell	10,791 -5,441	-34%	-$465K	﹤0.01%	1776
2025 Q3	$1.48M	Buy	16,232 +263	+2%	+$21.3K	﹤0.01%	1471
2025 Q2	$1.12M	Buy	15,969 +5,824	+57%	+$409K	﹤0.01%	1519
2025 Q1	$692K	Buy	10,145 +4,196	+71%	+$299K	﹤0.01%	1774
2024 Q4	$444K	Buy	5,949 +2,638	+80%	+$215K	﹤0.01%	2070
2024 Q3	$308K	Buy	3,311 +423	+15%	+$37.8K	﹤0.01%	2273
2024 Q2	$248K	Buy	+2,888	New	+$243K	﹤0.01%	2322
2023 Q4	–	Sell	-2,838	Closed	-$212K	–	2714
2023 Q3	$212K	Buy	+2,838	New	+$231K	﹤0.01%	2355

Other funds holding MMS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Janney Montgomery Scott's MMS Position: Q1 2026 in Review

Janney Montgomery Scott reduced its Maximus (MMS) stake by 15% in Q1 2026, selling an estimated $128K and leaving 9,217 shares worth $591K. The position accounts for ﹤0.01% of the portfolio, ranked #1943.

Janney Montgomery Scott first reported a position in MMS in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.48M in Q3 2025. 371 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

Janney Montgomery Scott held 9,217 shares of Maximus worth $591K as of Q1 2026.
Janney Montgomery Scott sold 1,574 Maximus shares in Q1 2026, an estimated $128K.
Maximus made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1943 holding.
Janney Montgomery Scott first reported a position in Maximus in Q3 2023 and has held it in 9 quarters since.
Janney Montgomery Scott's Maximus position peaked at $1.48M in Q3 2025.
371 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.