NBT Bank’s Maximus MMS Stock Holding History

NBT Bank’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	–	Sell	-12	Closed	-$769	–	1131
2026 Q1	$769	Buy	+12	New	+$974	﹤0.01%	985

Other funds holding MMS

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 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

NBT Bank's MMS Position: Q2 2026 in Review

NBT Bank sold out of Maximus (MMS) in Q2 2026, closing a stake of 12 shares — an estimated $769 sold.

NBT Bank first reported a position in MMS in Q1 2026 and held it in 1 quarter. The position peaked at $769 in Q1 2026. 349 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

NBT Bank reported no remaining Maximus position as of Q2 2026 after selling out during the quarter.
NBT Bank sold 12 Maximus shares in Q2 2026, an estimated $769.
NBT Bank first reported a position in Maximus in Q1 2026 and held it in 1 quarter.
NBT Bank's Maximus position peaked at $769 in Q1 2026.
349 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.