Jones Financial Companies
MMS icon

Jones Financial Companies’s Maximus MMS Stock Holding History

Jones Financial Companies’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
Q2 		$28.4K Sell
520
-376
-42% -$23.4K ﹤0.01% 3358
2026
Q1 		$58.3K Buy
896
+384
+75% +$31.2K ﹤0.01% 2894
2025
Q4 		$44.2K Buy
512
+351
+218% +$30K ﹤0.01% 2584
2025
Q3 		$14.2K Sell
161
-12
-7% -$972 ﹤0.01% 2948
2025
Q2 		$12.1K Buy
173
+9
+5% +$632 ﹤0.01% 2801
2025
Q1 		$11.2K Buy
164
+85
+108% +$6.05K ﹤0.01% 2660
2024
Q4 		$5.9K Sell
79
-22
-22% -$1.79K ﹤0.01% 2706
2024
Q3 		$9.36K Buy
+101
New +$9.03K ﹤0.01% 2233

Other funds holding MMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Jones Financial Companies's MMS Position: Q2 2026 in Review

Jones Financial Companies reduced its Maximus (MMS) stake by 42% in Q2 2026, selling an estimated $23.4K and leaving 520 shares worth $28.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3358.

Jones Financial Companies first reported a position in MMS in Q3 2024 and has held it in 8 quarters since. The position peaked at $58.3K in Q1 2026. 352 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Jones Financial Companies held 520 shares of Maximus worth $28.4K as of Q2 2026.
  • Jones Financial Companies sold 376 Maximus shares in Q2 2026, an estimated $23.4K.
  • Maximus made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3358 holding.
  • Jones Financial Companies first reported a position in Maximus in Q3 2024 and has held it in 8 quarters since.
  • Jones Financial Companies's Maximus position peaked at $58.3K in Q1 2026.
  • 352 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.