Stifel Financial
MMS icon

Stifel Financial’s Maximus MMS Stock Holding History

Stifel Financial’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
-4,675
Closed -$404K – 3704
2025
Q4 		$404K Buy
+4,675
New +$400K ﹤0.01% 2979
2024
Q4 		– Sell
-9,605
Closed -$895K – 3453
2024
Q3 		$895K Sell
9,605
-535
-5% -$47.8K ﹤0.01% 2305
2024
Q2 		$869K Sell
10,140
-666
-6% -$56K ﹤0.01% 2256
2024
Q1 		$907K Buy
10,806
+243
+2% +$20K ﹤0.01% 2240
2023
Q4 		$886K Sell
10,563
-589
-5% -$47K ﹤0.01% 2217
2023
Q3 		$833K Buy
11,152
+391
+4% +$31.8K ﹤0.01% 2165
2023
Q2 		$909K Sell
10,761
-148
-1% -$12.2K ﹤0.01% 2144
2023
Q1 		$859K Buy
10,909
+89
+0.8% +$6.85K ﹤0.01% 2164
2022
Q4 		$793K Buy
10,820
+229
+2% +$14.8K ﹤0.01% 2171
2022
Q3 		$613K Buy
10,591
+497
+5% +$31K ﹤0.01% 2311
2022
Q2 		$631K Buy
10,094
+771
+8% +$52.1K ﹤0.01% 2332
2022
Q1 		$699K Sell
9,323
-10,655
-53% -$815K ﹤0.01% 2366
2021
Q4 		$1.59M Buy
19,978
+2,171
+12% +$177K ﹤0.01% 1790
2021
Q3 		$1.48M Buy
17,807
+267
+2% +$22.9K ﹤0.01% 1786
2021
Q2 		$1.54M Buy
17,540
+1,172
+7% +$107K ﹤0.01% 1790
2021
Q1 		$1.46M Buy
16,368
+842
+5% +$68.8K ﹤0.01% 1724
2020
Q4 		$1.14M Buy
15,526
+635
+4% +$45K ﹤0.01% 1752
2020
Q3 		$1.02M Sell
14,891
-100,479
-87% -$7.39M ﹤0.01% 1616
2020
Q2 		$8.13M Sell
115,370
-7,178
-6% -$483K 0.02% 564
2020
Q1 		$7.12M Buy
122,548
+2,068
+2% +$140K 0.02% 535
2019
Q4 		$8.91M Buy
120,480
+115,561
+2,349% +$8.68M 0.02% 652
2019
Q3 		$381K Buy
4,919
+780
+19% +$59.2K ﹤0.01% 2309
2019
Q2 		$300K Sell
4,139
-889
-18% -$64.5K ﹤0.01% 2502
2019
Q1 		$356K Hold
5,028
– – ﹤0.01% 2257
2018
Q4 		$327K Sell
5,028
-870
-15% -$57.3K ﹤0.01% 2181
2018
Q3 		$382K Sell
5,898
-599
-9% -$38.9K ﹤0.01% 2225
2018
Q2 		$403K Sell
6,497
-1,282
-16% -$83.1K ﹤0.01% 2132
2018
Q1 		$519K Sell
7,779
-1,710
-18% -$116K ﹤0.01% 1952
2017
Q4 		$679K Buy
9,489
+344
+4% +$23.2K ﹤0.01% 1746
2017
Q3 		$590K Sell
9,145
-41
-0.4% -$2.51K ﹤0.01% 1786
2017
Q2 		$576K Buy
9,186
+455
+5% +$28.2K ﹤0.01% 1789
2017
Q1 		$545K Buy
8,731
+302
+4% +$17.8K ﹤0.01% 1770
2016
Q4 		$470K Buy
+8,429
New +$458K ﹤0.01% 1811
2016
Q3 		– Sell
-5,153
Closed -$287K – 2460
2016
Q2 		$287K Sell
5,153
-75,450
-94% -$4.07M ﹤0.01% 2059
2016
Q1 		$4.24M Sell
80,603
-55,351
-41% -$2.82M 0.02% 608
2015
Q4 		$7.65M Sell
135,954
-804
-0.6% -$48.5K 0.04% 414
2015
Q3 		$8.14M Sell
136,758
-68,143
-33% -$4.33M 0.05% 381
2015
Q2 		$13.5M Sell
204,901
-216,034
-51% -$14.1M 0.07% 299
2015
Q1 		$28.1M Buy
420,935
+7,769
+2% +$461K 0.15% 161
2014
Q4 		$30.2M Buy
413,166
+116,163
+39% +$5.65M 0.17% 158
2014
Q3 		$11.9M Sell
297,003
-66,369
-18% -$2.75M 0.1% 248
2014
Q2 		$15.6M Buy
363,372
+38,860
+12% +$1.67M 0.14% 188
2014
Q1 		$14.6M Buy
+324,512
New +$14.7M 0.14% 190

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

Stifel Financial's MMS Position: Q1 2026 in Review

Stifel Financial sold out of Maximus (MMS) in Q1 2026, closing a stake of 4,675 shares — an estimated $404K sold.

Stifel Financial first reported a position in MMS in Q1 2014 and held it in 43 quarters. The position peaked at $30.2M in Q4 2014. 371 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

  • Stifel Financial reported no remaining Maximus position as of Q1 2026 after selling out during the quarter.
  • Stifel Financial sold 4,675 Maximus shares in Q1 2026, an estimated $404K.
  • Stifel Financial first reported a position in Maximus in Q1 2014 and held it in 43 quarters.
  • Stifel Financial's Maximus position peaked at $30.2M in Q4 2014.
  • 371 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.