Compass Financial Management
MMI icon

Compass Financial Management’s Marcus & Millichap MMI Stock Holding History

Compass Financial Management’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 		$22.8K Hold
802
– – ﹤0.01% 921
2026
Q2 		$24.8K Buy
+802
New +$23K ﹤0.01% 846

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Dimensional Fund Advisors
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
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Tributary Capital Management
Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

Compass Financial Management's MMI Position: Q3 2026 in Review

Compass Financial Management held its Marcus & Millichap (MMI) position steady in Q3 2026 at 802 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #921.

Compass Financial Management first reported a position in MMI in Q2 2026 and has held it in 2 quarters since. The position peaked at $24.8K in Q2 2026. 157 funds tracked by Wall St. Rank hold MMI as of Q3 2026.

  • Compass Financial Management held 802 shares of Marcus & Millichap worth $22.8K as of Q3 2026.
  • Compass Financial Management left its Marcus & Millichap share count unchanged in Q3 2026.
  • Marcus & Millichap made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #921 holding.
  • Compass Financial Management first reported a position in Marcus & Millichap in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Marcus & Millichap position peaked at $24.8K in Q2 2026.
  • 157 funds tracked by Wall St. Rank held Marcus & Millichap as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.