Allworth Financial’s Marcus Corp MCS Stock Holding History

Allworth Financial’s Portfolio MCS Stock Details MCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.25K	Buy	73 +49	+204%	+$783	﹤0.01%	4508
2025 Q4	$373	Buy	24 +15	+167%	+$223	﹤0.01%	4593
2025 Q3	$140	Buy	+9	New	+$144	﹤0.01%	4642
2023 Q4	–	Sell	-33	Closed	-$512	–	3558
2023 Q3	$512	Buy	+33	New	+$508	﹤0.01%	3035
2023 Q2	–	Sell	-549	Closed	-$8.78K	–	3328
2023 Q1	$8.78K	Hold	549	–	–	﹤0.01%	1839
2022 Q4	$7.9K	Hold	549	–	–	﹤0.01%	1757
2022 Q3	$8K	Buy	+549	New	+$8.83K	﹤0.01%	1747
2022 Q2	–	Sell	-19	Closed	–	–	2633
2022 Q1	$0	Buy	+19	New	+$333	﹤0.01%	2264

Other funds holding MCS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KLCM Advisors Milwaukee, Wisconsin $1.19B AUM 34.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allworth Financial's MCS Position: Q1 2026 in Review

Allworth Financial increased its Marcus Corp (MCS) stake by 204% in Q1 2026, buying an estimated $783 and bringing the position to 73 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #4508.

Allworth Financial first reported a position in MCS in Q1 2022 and has held it in 8 quarters since. The position peaked at $8.78K in Q1 2023. 134 funds tracked by Wall St. Rank hold MCS as of Q1 2026.

Allworth Financial held 73 shares of Marcus Corp worth $1.25K as of Q1 2026.
Allworth Financial bought 49 Marcus Corp shares in Q1 2026, an estimated $783.
Marcus Corp made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4508 holding.
Allworth Financial first reported a position in Marcus Corp in Q1 2022 and has held it in 8 quarters since.
Allworth Financial's Marcus Corp position peaked at $8.78K in Q1 2023.
134 funds tracked by Wall St. Rank held Marcus Corp as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.