Root Financial Partners
MMS icon

Root Financial Partners’s Maximus MMS Stock Holding History

Root Financial Partners’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
Q3 		$26K Buy
+489
New +$28.1K ﹤0.01% 1412
2026
Q2 		– Sell
-199
Closed -$12.8K – 2089
2026
Q1 		$12.8K Sell
199
-40
-17% -$3.25K ﹤0.01% 1568
2025
Q4 		$20.6K Buy
239
+40
+20% +$3.42K ﹤0.01% 1175
2025
Q3 		$18.2K Buy
+199
New +$16.1K ﹤0.01% 1163

Other funds holding MMS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return

Root Financial Partners's MMS Position: Q3 2026 in Review

Root Financial Partners opened a new position in Maximus (MMS) in Q3 2026: 489 shares worth $26K. The stake represents ﹤0.01% of the portfolio and ranks #1412 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MMS as recently as Q1 2026.

Root Financial Partners first reported a position in MMS in Q3 2025 and has held it in 4 quarters since. 279 funds tracked by Wall St. Rank hold MMS as of Q3 2026.

  • Root Financial Partners held 489 shares of Maximus worth $26K as of Q3 2026.
  • Maximus was a new Root Financial Partners position in Q3 2026.
  • Maximus made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1412 holding.
  • Root Financial Partners first reported a position in Maximus in Q3 2025 and has held it in 4 quarters since.
  • 279 funds tracked by Wall St. Rank held Maximus as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.