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Allworth Financial’s Marcus & Millichap MMI Stock Holding History

Allworth Financial’s Portfolio MMI Stock Details MMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$46.5K Buy
1,491
+963
+182% +$27.6K ﹤0.01% 2558
2026
Q1 		$14K Buy
528
+399
+309% +$10.5K ﹤0.01% 3245
2025
Q4 		$3.52K Buy
129
+6
+5% +$174 ﹤0.01% 3901
2025
Q3 		$3.61K Buy
123
+102
+486% +$3.2K ﹤0.01% 3719
2025
Q2 		$645 Sell
21
-14
-40% -$425 ﹤0.01% 4071
2025
Q1 		$1.08K Buy
35
+22
+169% +$810 ﹤0.01% 3439
2024
Q4 		$478 Sell
13
-29
-69% -$1.14K ﹤0.01% 3617
2024
Q3 		$1.67K Buy
42
+32
+320% +$1.21K ﹤0.01% 3035
2024
Q2 		$375 Buy
+10
New +$324 ﹤0.01% 3445
2022
Q4 		– Sell
-3
Closed – – 3128
2022
Q3 		$0 Buy
+3
New +$113 ﹤0.01% 2929
2017
Q1 		– Sell
-175
Closed -$5K – 796
2016
Q4 		$5K Hold
175
– – ﹤0.01% 493
2016
Q3 		$5K Buy
+175
New +$4.63K ﹤0.01% 503

Other funds holding MMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Allworth Financial's MMI Position: Q2 2026 in Review

Allworth Financial increased its Marcus & Millichap (MMI) stake by 182% in Q2 2026, buying an estimated $27.6K and bringing the position to 1,491 shares worth $46.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2558.

Allworth Financial first reported a position in MMI in Q3 2016 and has held it in 12 quarters since. 188 funds tracked by Wall St. Rank hold MMI as of Q2 2026.

  • Allworth Financial held 1,491 shares of Marcus & Millichap worth $46.5K as of Q2 2026.
  • Allworth Financial bought 963 Marcus & Millichap shares in Q2 2026, an estimated $27.6K.
  • Marcus & Millichap made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2558 holding.
  • Allworth Financial first reported a position in Marcus & Millichap in Q3 2016 and has held it in 12 quarters since.
  • 188 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.