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Keating Financial Advisory Services’s Maximus MMS Stock Holding History

Keating Financial Advisory Services’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 		$1.4K Sell
26
-20
-43% -$1.25K ﹤0.01% 2061
2026
Q1 		$2.95K Buy
46
+8
+21% +$649 ﹤0.01% 1691
2025
Q4 		$3.28K Buy
+38
New +$3.25K ﹤0.01% 1418

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

Keating Financial Advisory Services's MMS Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its Maximus (MMS) stake by 43% in Q2 2026, selling an estimated $1.25K and leaving 26 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2061.

Keating Financial Advisory Services first reported a position in MMS in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.28K in Q4 2025. 352 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Keating Financial Advisory Services held 26 shares of Maximus worth $1.4K as of Q2 2026.
  • Keating Financial Advisory Services sold 20 Maximus shares in Q2 2026, an estimated $1.25K.
  • Maximus made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #2061 holding.
  • Keating Financial Advisory Services first reported a position in Maximus in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's Maximus position peaked at $3.28K in Q4 2025.
  • 352 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.