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Sunbelt Securities’s Maximus MMS Stock Holding History

Sunbelt Securities’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 		$1.03K Hold
16
– – ﹤0.01% 2090
2025
Q4 		$1.38K Hold
16
– – ﹤0.01% 1974
2025
Q3 		$1.46K Buy
+16
New +$1.3K ﹤0.01% 1959
2024
Q4 		– Sell
-20
Closed -$1.86K – 1886
2024
Q3 		$1.86K Hold
20
– – ﹤0.01% 1621
2024
Q2 		$1.71K Hold
20
– – ﹤0.01% 1567
2024
Q1 		$1.68K Hold
20
– – ﹤0.01% 1535
2023
Q4 		$1.68K Sell
20
-19
-49% -$1.52K ﹤0.01% 1485
2023
Q3 		$2.91K Hold
39
– – ﹤0.01% 1413
2023
Q2 		$3.3K Buy
+39
New +$3.21K ﹤0.01% 1390

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

Sunbelt Securities's MMS Position: Q1 2026 in Review

Sunbelt Securities held its Maximus (MMS) position steady in Q1 2026 at 16 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #2090.

Sunbelt Securities first reported a position in MMS in Q2 2023 and has held it in 9 quarters since. The position peaked at $3.3K in Q2 2023. 371 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

  • Sunbelt Securities held 16 shares of Maximus worth $1.03K as of Q1 2026.
  • Sunbelt Securities left its Maximus share count unchanged in Q1 2026.
  • Maximus made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2090 holding.
  • Sunbelt Securities first reported a position in Maximus in Q2 2023 and has held it in 9 quarters since.
  • Sunbelt Securities's Maximus position peaked at $3.3K in Q2 2023.
  • 371 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.