Krilogy Financial’s Maximus MMS Stock Holding History

Krilogy Financial’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 Q3	$245K	Buy	+4,157	New	+$239K	0.01%	945

Other funds holding MMS

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Krilogy Financial's MMS Position: Q3 2026 in Review

Krilogy Financial opened a new position in Maximus (MMS) in Q3 2026: 4,157 shares worth $245K. The stake represents 0.01% of the portfolio and ranks #945 among its holdings.

28 funds tracked by Wall St. Rank hold MMS as of Q3 2026.

Krilogy Financial held 4,157 shares of Maximus worth $245K as of Q3 2026.
Maximus was a new Krilogy Financial position in Q3 2026.
Maximus made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #945 holding.
28 funds tracked by Wall St. Rank held Maximus as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.