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Richardson Financial Services’s Maximus MMS Stock Holding History

Richardson Financial Services’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 		$24.6K Sell
384
-67
-15% -$5.44K 0.02% 391
2025
Q4 		$38.9K Buy
451
+103
+30% +$8.8K 0.01% 326
2025
Q3 		$31.8K Buy
348
+192
+123% +$15.6K 0.02% 324
2025
Q2 		$11.2K Buy
156
+81
+108% +$5.69K 0.01% 397
2025
Q1 		$5.12K Buy
+75
New +$5.34K ﹤0.01% 456

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

Richardson Financial Services's MMS Position: Q1 2026 in Review

Richardson Financial Services reduced its Maximus (MMS) stake by 15% in Q1 2026, selling an estimated $5.44K and leaving 384 shares worth $24.6K. The position accounts for 0.02% of the portfolio, ranked #391.

Richardson Financial Services first reported a position in MMS in Q1 2025 and has held it in 5 quarters since. The position peaked at $38.9K in Q4 2025. 371 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

  • Richardson Financial Services held 384 shares of Maximus worth $24.6K as of Q1 2026.
  • Richardson Financial Services sold 67 Maximus shares in Q1 2026, an estimated $5.44K.
  • Maximus made up 0.02% of Richardson Financial Services's portfolio in Q1 2026, its #391 holding.
  • Richardson Financial Services first reported a position in Maximus in Q1 2025 and has held it in 5 quarters since.
  • Richardson Financial Services's Maximus position peaked at $38.9K in Q4 2025.
  • 371 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.