CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Marcus & Millichap MMI Stock Holding History

CAPTRUST Financial Advisors’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 		$236K Buy
+7,573
New +$217K ﹤0.01% 2762
2022
Q3 		– Sell
-1,825
Closed -$68K – 3255
2022
Q2 		$68K Buy
1,825
+342
+23% +$14.9K ﹤0.01% 2508
2022
Q1 		$79K Buy
1,483
+1,148
+343% +$55K ﹤0.01% 2452
2021
Q4 		$17K Buy
335
+79
+31% +$3.68K ﹤0.01% 3407
2021
Q3 		$10K Sell
256
-33
-11% -$1.28K ﹤0.01% 3613
2021
Q2 		$11K Sell
289
-1,614
-85% -$60.6K ﹤0.01% 3501
2021
Q1 		$64K Buy
1,903
+1,858
+4,129% +$68.3K ﹤0.01% 2259
2020
Q4 		$2K Buy
+45
New +$1.52K ﹤0.01% 3133

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

CAPTRUST Financial Advisors's MMI Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in Marcus & Millichap (MMI) in Q2 2026: 7,573 shares worth $236K. The stake represents ﹤0.01% of the portfolio and ranks #2762 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in MMI as recently as Q2 2022.

CAPTRUST Financial Advisors first reported a position in MMI in Q4 2020 and has held it in 8 quarters since. 189 funds tracked by Wall St. Rank hold MMI as of Q2 2026.

  • CAPTRUST Financial Advisors held 7,573 shares of Marcus & Millichap worth $236K as of Q2 2026.
  • Marcus & Millichap was a new CAPTRUST Financial Advisors position in Q2 2026.
  • Marcus & Millichap made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2762 holding.
  • CAPTRUST Financial Advisors first reported a position in Marcus & Millichap in Q4 2020 and has held it in 8 quarters since.
  • 189 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.