AF
MMI icon

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
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% 2930
2017
Q1 		– Sell
-175
Closed -$5K – 801
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return