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Petrus Trust Company’s Maximus MMS Stock Holding History

Petrus Trust Company’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
2025
Q3 		– Sell
-5,128
Closed -$360K – 391
2025
Q2 		$360K Sell
5,128
-1,691
-25% -$119K 0.04% 238
2025
Q1 		$465K Sell
6,819
-3,863
-36% -$275K 0.04% 229
2024
Q4 		$797K Buy
10,682
+3,598
+51% +$294K 0.08% 70
2024
Q3 		$660K Buy
7,084
+185
+3% +$16.5K 0.06% 121
2024
Q2 		$591K Sell
6,899
-1,793
-21% -$151K 0.06% 169
2024
Q1 		$729K Buy
+8,692
New +$715K 0.07% 87

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Petrus Trust Company's MMS Position: Q3 2025 in Review

Petrus Trust Company sold out of Maximus (MMS) in Q3 2025, closing a stake of 5,128 shares — an estimated $360K sold.

Petrus Trust Company first reported a position in MMS in Q1 2024 and held it in 6 quarters. The position peaked at $797K in Q4 2024. 384 funds tracked by Wall St. Rank hold MMS as of Q3 2025.

  • Petrus Trust Company reported no remaining Maximus position as of Q3 2025 after selling out during the quarter.
  • Petrus Trust Company sold 5,128 Maximus shares in Q3 2025, an estimated $360K.
  • Petrus Trust Company first reported a position in Maximus in Q1 2024 and held it in 6 quarters.
  • Petrus Trust Company's Maximus position peaked at $797K in Q4 2024.
  • 384 funds tracked by Wall St. Rank held Maximus as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.