UB
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UMB Bank’s Maximus MMS Stock Holding History

UMB Bank’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 		$9.62K Sell
179
-805
-82% -$50.2K ﹤0.01% 1940
2026
Q1 		$63.1K Buy
984
+58
+6% +$4.71K ﹤0.01% 1159
2025
Q4 		$79.9K Buy
926
+96
+12% +$8.21K ﹤0.01% 1051
2025
Q3 		$75.8K Sell
830
-3
-0.4% -$243 ﹤0.01% 984
2025
Q2 		$58.5K Buy
833
+227
+37% +$15.9K ﹤0.01% 1064
2025
Q1 		$41.3K Buy
606
+250
+70% +$17.8K ﹤0.01% 1130
2024
Q4 		$26.6K Buy
356
+158
+80% +$12.9K ﹤0.01% 1148
2024
Q3 		$18.4K Buy
198
+162
+450% +$14.5K ﹤0.01% 1259
2024
Q2 		$3.08K Buy
36
+19
+112% +$1.6K ﹤0.01% 1616
2024
Q1 		$1.43K Buy
+17
New +$1.4K ﹤0.01% 1642
2023
Q4 		– Sell
-62
Closed -$4.63K – 1688
2023
Q3 		$4.63K Hold
62
– – ﹤0.01% 1431
2023
Q2 		$5.24K Hold
62
– – ﹤0.01% 1408
2023
Q1 		$4.88K Hold
62
– – ﹤0.01% 1415
2022
Q4 		$5K Hold
62
– – ﹤0.01% 1435
2022
Q3 		$4K Hold
62
– – ﹤0.01% 1504
2022
Q2 		$4K Sell
62
-14
-18% -$947 ﹤0.01% 1625
2022
Q1 		$6K Sell
76
-6
-7% -$459 ﹤0.01% 1625
2021
Q4 		$7K Buy
+82
New +$6.7K ﹤0.01% 1547

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

UMB Bank's MMS Position: Q2 2026 in Review

UMB Bank reduced its Maximus (MMS) stake by 82% in Q2 2026, selling an estimated $50.2K and leaving 179 shares worth $9.62K. The position accounts for ﹤0.01% of the portfolio, ranked #1940.

UMB Bank first reported a position in MMS in Q4 2021 and has held it in 18 quarters since. The position peaked at $79.9K in Q4 2025. 349 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • UMB Bank held 179 shares of Maximus worth $9.62K as of Q2 2026.
  • UMB Bank sold 805 Maximus shares in Q2 2026, an estimated $50.2K.
  • Maximus made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1940 holding.
  • UMB Bank first reported a position in Maximus in Q4 2021 and has held it in 18 quarters since.
  • UMB Bank's Maximus position peaked at $79.9K in Q4 2025.
  • 349 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.