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Parkside Financial Bank & Trust’s Maximus MMS Stock Holding History

Parkside Financial Bank & Trust’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 		$106K Buy
1,654
+386
+30% +$31.3K 0.01% 662
2025
Q4 		$109K Buy
1,268
+150
+13% +$12.8K 0.01% 667
2025
Q3 		$102K Buy
1,118
+239
+27% +$19.4K 0.01% 670
2025
Q2 		$61.7K Buy
879
+157
+22% +$11K 0.01% 823
2025
Q1 		$49.2K Buy
722
+614
+569% +$43.7K 0.01% 837
2024
Q4 		$8.06K Hold
108
– – ﹤0.01% 1337
2024
Q3 		$10.1K Hold
108
– – ﹤0.01% 1248
2024
Q2 		$9.26K Hold
108
– – ﹤0.01% 1210
2024
Q1 		$9.06K Hold
108
– – ﹤0.01% 1199
2023
Q4 		$9.06K Hold
108
– – ﹤0.01% 1166
2023
Q3 		$8.07K Sell
108
-251
-70% -$20.4K ﹤0.01% 1192
2023
Q2 		$30.3K Buy
359
+8
+2% +$658 0.01% 765
2023
Q1 		$27.6K Buy
351
+56
+19% +$4.31K 0.01% 786
2022
Q4 		$21.6K Sell
295
-19
-6% -$1.23K 0.01% 826
2022
Q3 		$18K Buy
314
+4
+1% +$249 0.01% 836
2022
Q2 		$19K Hold
310
– – 0.01% 826
2022
Q1 		$23K Sell
310
-2
-0.6% -$153 0.01% 795
2021
Q4 		$25K Buy
312
+73
+31% +$5.97K 0.01% 739
2021
Q3 		$20K Sell
239
-236
-50% -$20.2K 0.01% 786
2021
Q2 		$42K Sell
475
-64
-12% -$5.86K 0.01% 549
2021
Q1 		$48K Sell
539
-52
-9% -$4.25K 0.01% 499
2020
Q4 		$43K Sell
591
-18
-3% -$1.28K 0.01% 503
2020
Q3 		$42K Sell
609
-14
-2% -$1.03K 0.01% 448
2020
Q2 		$44K Buy
623
+49
+9% +$3.29K 0.01% 451
2020
Q1 		$33K Buy
574
+17
+3% +$1.15K 0.01% 451
2019
Q4 		$41K Buy
557
+70
+14% +$5.26K 0.01% 471
2019
Q3 		$38K Sell
487
-24
-5% -$1.82K 0.01% 463
2019
Q2 		$37K Buy
511
+32
+7% +$2.32K 0.01% 464
2019
Q1 		$34K Buy
479
+6
+1% +$421 0.01% 467
2018
Q4 		$31K Sell
473
-719
-60% -$47.3K 0.01% 462
2018
Q3 		$78K Hold
1,192
– – 0.03% 286
2018
Q2 		$74K Buy
1,192
+40
+3% +$2.59K 0.03% 287
2018
Q1 		$77K Sell
1,152
-273
-19% -$18.6K 0.03% 277
2017
Q4 		$102K Sell
1,425
-68
-5% -$4.58K 0.04% 232
2017
Q3 		$96K Sell
1,493
-32
-2% -$1.96K 0.04% 227
2017
Q2 		$96K Sell
1,525
-12
-0.8% -$745 0.04% 212
2017
Q1 		$96K Sell
1,537
-40
-3% -$2.35K 0.04% 213
2016
Q4 		$88K Sell
1,577
-86
-5% -$4.67K 0.04% 238
2016
Q3 		$94K Sell
1,663
-30
-2% -$1.75K 0.04% 244
2016
Q2 		$94K Buy
1,693
+25
+1% +$1.35K 0.05% 232
2016
Q1 		$88K Sell
1,668
-64
-4% -$3.26K 0.04% 234
2015
Q4 		$97K Buy
1,732
+11
+0.6% +$663 0.05% 232
2015
Q3 		$103K Buy
+1,721
New +$109K 0.06% 197

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

Parkside Financial Bank & Trust's MMS Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its Maximus (MMS) stake by 30% in Q1 2026, buying an estimated $31.3K and bringing the position to 1,654 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #662.

Parkside Financial Bank & Trust first reported a position in MMS in Q3 2015 and has held it in 43 quarters since. The position peaked at $109K in Q4 2025. 371 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

  • Parkside Financial Bank & Trust held 1,654 shares of Maximus worth $106K as of Q1 2026.
  • Parkside Financial Bank & Trust bought 386 Maximus shares in Q1 2026, an estimated $31.3K.
  • Maximus made up 0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #662 holding.
  • Parkside Financial Bank & Trust first reported a position in Maximus in Q3 2015 and has held it in 43 quarters since.
  • Parkside Financial Bank & Trust's Maximus position peaked at $109K in Q4 2025.
  • 371 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.