Kingdom Financial Group’s Maximus MMS Stock Holding History

Kingdom Financial Group’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	–	Sell	-1,637	Closed	-$133K	–	906
2025 Q4	$141K	Buy	+1,637	New	+$140K	0.04%	174

Other funds holding MMS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Kingdom Financial Group's MMS Position: Q1 2026 in Review

Kingdom Financial Group sold out of Maximus (MMS) in Q1 2026, closing a stake of 1,637 shares — an estimated $133K sold.

Kingdom Financial Group first reported a position in MMS in Q4 2025 and held it in 1 quarter. The position peaked at $141K in Q4 2025. 375 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

Kingdom Financial Group reported no remaining Maximus position as of Q1 2026 after selling out during the quarter.
Kingdom Financial Group sold 1,637 Maximus shares in Q1 2026, an estimated $133K.
Kingdom Financial Group first reported a position in Maximus in Q4 2025 and held it in 1 quarter.
Kingdom Financial Group's Maximus position peaked at $141K in Q4 2025.
375 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.