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Principal Securities’s Maximus MMS Stock Holding History

Principal Securities’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
-2,575
Closed -$222K – 1456
2025
Q4 		$222K Buy
2,575
+2,103
+446% +$180K ﹤0.01% 1277
2025
Q3 		$43.1K Buy
472
+69
+17% +$5.59K ﹤0.01% 2019
2025
Q2 		$28.3K Buy
403
+351
+675% +$24.7K ﹤0.01% 2163
2025
Q1 		$3.88K Hold
52
– – ﹤0.01% 2862
2024
Q4 		$3.88K Sell
52
-32
-38% -$2.61K ﹤0.01% 2859
2024
Q3 		$7.83K Buy
84
+8
+11% +$715 ﹤0.01% 2536
2024
Q2 		$6.51K Buy
76
+24
+46% +$2.02K ﹤0.01% 2550
2024
Q1 		$4.36K Buy
+52
New +$4.28K ﹤0.01% 2651

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

Principal Securities's MMS Position: Q1 2026 in Review

Principal Securities sold out of Maximus (MMS) in Q1 2026, closing a stake of 2,575 shares — an estimated $222K sold.

Principal Securities first reported a position in MMS in Q1 2024 and held it in 8 quarters. The position peaked at $222K in Q4 2025. 371 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

  • Principal Securities reported no remaining Maximus position as of Q1 2026 after selling out during the quarter.
  • Principal Securities sold 2,575 Maximus shares in Q1 2026, an estimated $222K.
  • Principal Securities first reported a position in Maximus in Q1 2024 and held it in 8 quarters.
  • Principal Securities's Maximus position peaked at $222K in Q4 2025.
  • 371 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.