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Transamerica Financial Advisors’s Maximus MMS Stock Holding History

Transamerica Financial 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
2026
Q2 		$1.41K Buy
26
+11
+73% +$686 ﹤0.01% 1404
2026
Q1 		$961 Sell
15
-27
-64% -$2.19K ﹤0.01% 1351
2025
Q4 		$3.63K Buy
42
+16
+62% +$1.37K ﹤0.01% 1014
2025
Q3 		$2.38K Buy
+26
New +$2.11K ﹤0.01% 1013

Other funds holding MMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Transamerica Financial Advisors's MMS Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Maximus (MMS) stake by 73% in Q2 2026, buying an estimated $686 and bringing the position to 26 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1404.

Transamerica Financial Advisors first reported a position in MMS in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.63K in Q4 2025. 351 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Transamerica Financial Advisors held 26 shares of Maximus worth $1.41K as of Q2 2026.
  • Transamerica Financial Advisors bought 11 Maximus shares in Q2 2026, an estimated $686.
  • Maximus made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1404 holding.
  • Transamerica Financial Advisors first reported a position in Maximus in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's Maximus position peaked at $3.63K in Q4 2025.
  • 351 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.