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Sound Income Strategies’s Maximus MMS Stock Holding History

Sound Income Strategies’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 		$5.05M Buy
+85,995
New +$4.94M 0.23% 112

Other funds holding MMS

RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Sound Income Strategies's MMS Position: Q3 2026 in Review

Sound Income Strategies opened a new position in Maximus (MMS) in Q3 2026: 85,995 shares worth $5.05M. The stake represents 0.23% of the portfolio and ranks #112 among its holdings.

10 funds tracked by Wall St. Rank hold MMS as of Q3 2026.

  • Sound Income Strategies held 85,995 shares of Maximus worth $5.05M as of Q3 2026.
  • Maximus was a new Sound Income Strategies position in Q3 2026.
  • Maximus made up 0.23% of Sound Income Strategies's portfolio in Q3 2026, its #112 holding.
  • 10 funds tracked by Wall St. Rank held Maximus as of Q3 2026.

Based on Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.