MAM
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Marquette Asset Management’s Maximus MMS Stock Holding History

Marquette Asset Management’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 		$479 Buy
+9
New +$517 ﹤0.01% 762
2026
Q1 		– Sell
-22
Closed -$1.9K – 874
2025
Q4 		$1.9K Buy
+22
New +$1.88K ﹤0.01% 487

Other funds holding MMS

RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Marquette Asset Management's MMS Position: Q3 2026 in Review

Marquette Asset Management opened a new position in Maximus (MMS) in Q3 2026: 9 shares worth $479. The stake represents ﹤0.01% of the portfolio and ranks #762 among its holdings. This is a return to the name: Marquette Asset Management previously reported a position in MMS as recently as Q4 2025.

Marquette Asset Management first reported a position in MMS in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.9K in Q4 2025. 10 funds tracked by Wall St. Rank hold MMS as of Q3 2026.

  • Marquette Asset Management held 9 shares of Maximus worth $479 as of Q3 2026.
  • Maximus was a new Marquette Asset Management position in Q3 2026.
  • Maximus made up ﹤0.01% of Marquette Asset Management's portfolio in Q3 2026, its #762 holding.
  • Marquette Asset Management first reported a position in Maximus in Q4 2025 and has held it in 2 quarters since.
  • Marquette Asset Management's Maximus position peaked at $1.9K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held Maximus as of Q3 2026.

Based on Marquette Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.