Commonwealth Financial Services’s Marcus & Millichap MMI Stock Holding History

Commonwealth Financial Services’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 Q3	$290K	Buy	+10,189	New	+$317K	0.05%	185

Other funds holding MMI

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Commonwealth Financial Services's MMI Position: Q3 2026 in Review

Commonwealth Financial Services opened a new position in Marcus & Millichap (MMI) in Q3 2026: 10,189 shares worth $290K. The stake represents 0.05% of the portfolio and ranks #185 among its holdings.

31 funds tracked by Wall St. Rank hold MMI as of Q3 2026.

Commonwealth Financial Services held 10,189 shares of Marcus & Millichap worth $290K as of Q3 2026.
Marcus & Millichap was a new Commonwealth Financial Services position in Q3 2026.
Marcus & Millichap made up 0.05% of Commonwealth Financial Services's portfolio in Q3 2026, its #185 holding.
31 funds tracked by Wall St. Rank held Marcus & Millichap as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.