Rise Advisors’s Maximus MMS Stock Holding History

Rise Advisors’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 Q4	–	Sell	-255	Closed	-$23.3K	–	923
2025 Q3	$23.3K	Buy	255 +1	+0.4%	+$81	0.01%	496
2025 Q2	$17.9K	Buy	254 +1	+0.4%	+$70	0.01%	604
2025 Q1	$17.3K	Sell	253 -39	-13%	-$2.78K	0.01%	598
2024 Q4	$21.8K	Sell	292 -19	-6%	-$1.55K	0.01%	604
2024 Q3	$29K	Buy	311 +1	+0.3%	+$89	0.01%	433
2024 Q2	$26.6K	Buy	310 +1	+0.3%	+$84	0.01%	436
2024 Q1	$26K	Buy	309 +289	+1,445%	+$23.8K	0.01%	468
2023 Q4	$1.7K	Hold	20	–	–	﹤0.01%	477
2023 Q3	$1.51K	Hold	20	–	–	﹤0.01%	496
2023 Q2	$1.7K	Hold	20	–	–	﹤0.01%	534
2023 Q1	$1.58K	Hold	20	–	–	﹤0.01%	597
2022 Q4	$1.47K	Buy	+20	New	+$1.29K	﹤0.01%	608

Other funds holding MMS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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

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