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Merit Financial Group’s Maximus MMS Stock Holding History

Merit 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
-3,387
Closed -$292K – 2171
2025
Q4 		$292K Sell
3,387
-127
-4% -$10.9K ﹤0.01% 1574
2025
Q3 		$321K Buy
+3,514
New +$285K ﹤0.01% 1410

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

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

Merit Financial Group sold out of Maximus (MMS) in Q1 2026, closing a stake of 3,387 shares — an estimated $292K sold.

Merit Financial Group first reported a position in MMS in Q3 2025 and held it in 2 quarters. The position peaked at $321K in Q3 2025. 371 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

  • Merit Financial Group reported no remaining Maximus position as of Q1 2026 after selling out during the quarter.
  • Merit Financial Group sold 3,387 Maximus shares in Q1 2026, an estimated $292K.
  • Merit Financial Group first reported a position in Maximus in Q3 2025 and held it in 2 quarters.
  • Merit Financial Group's Maximus position peaked at $321K in Q3 2025.
  • 371 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on Merit Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.