Truist Financial
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Truist Financial’s Maximus MMS Stock Holding History

Truist 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
-2,463
Closed -$213K – 2875
2025
Q4 		$213K Buy
+2,463
New +$211K ﹤0.01% 2574
2024
Q3 		– Sell
-2,447
Closed -$210K – 2640
2024
Q2 		$210K Sell
2,447
-152
-6% -$12.8K ﹤0.01% 2479
2024
Q1 		$218K Buy
+2,599
New +$214K ﹤0.01% 2449
2023
Q4 		– Sell
-4,108
Closed -$307K – 2688
2023
Q3 		$307K Buy
4,108
+1,330
+48% +$108K ﹤0.01% 2231
2023
Q2 		$235K Sell
2,778
-67
-2% -$5.51K ﹤0.01% 2370
2023
Q1 		$224K Sell
2,845
-24
-0.8% -$1.85K ﹤0.01% 2374
2022
Q4 		$210K Buy
+2,869
New +$185K ﹤0.01% 2401
2022
Q1 		– Sell
-6,609
Closed -$526K – 2777
2021
Q4 		$526K Sell
6,609
-5,986
-48% -$489K ﹤0.01% 1984
2021
Q3 		$1.05M Buy
+12,595
New +$1.08M ﹤0.01% 1574
2020
Q3 		– Sell
-4,395
Closed -$309K – 2505
2020
Q2 		$309K Sell
4,395
-3,753
-46% -$252K ﹤0.01% 1932
2020
Q1 		$475K Sell
8,148
-677
-8% -$46K ﹤0.01% 1588
2019
Q4 		$657K Buy
8,825
+873
+11% +$65.6K ﹤0.01% 1684
2019
Q3 		$615K Sell
7,952
-220
-3% -$16.7K 0.01% 533
2019
Q2 		$592K Sell
8,172
-260
-3% -$18.9K 0.01% 550
2019
Q1 		$598K Buy
8,432
+291
+4% +$20.4K 0.01% 547
2018
Q4 		$529K Buy
8,141
+625
+8% +$41.1K 0.01% 544
2018
Q3 		$489K Sell
7,516
-220
-3% -$14.3K 0.01% 587
2018
Q2 		$480K Buy
7,736
+80
+1% +$5.18K 0.01% 585
2018
Q1 		$511K Buy
7,656
+814
+12% +$55.3K 0.01% 573
2017
Q4 		$489K Buy
+6,842
New +$461K 0.01% 593
2015
Q4 		– Sell
-3,721
Closed -$221K – 801
2015
Q3 		$221K Buy
3,721
+261
+8% +$16.6K 0.01% 732
2015
Q2 		$228K Buy
+3,460
New +$226K 0.01% 722

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

Truist Financial's MMS Position: Q1 2026 in Review

Truist Financial sold out of Maximus (MMS) in Q1 2026, closing a stake of 2,463 shares — an estimated $213K sold.

Truist Financial first reported a position in MMS in Q2 2015 and held it in 22 quarters. The position peaked at $1.05M in Q3 2021. 371 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

  • Truist Financial reported no remaining Maximus position as of Q1 2026 after selling out during the quarter.
  • Truist Financial sold 2,463 Maximus shares in Q1 2026, an estimated $213K.
  • Truist Financial first reported a position in Maximus in Q2 2015 and held it in 22 quarters.
  • Truist Financial's Maximus position peaked at $1.05M in Q3 2021.
  • 371 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.