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 Q2	$24.8K	Buy	+802	New	+$23K	﹤0.01%	846

Other funds holding MMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Compass Financial Management's MMI Position: Q2 2026 in Review

Compass Financial Management opened a new position in Marcus & Millichap (MMI) in Q2 2026: 802 shares worth $24.8K. The stake represents ﹤0.01% of the portfolio and ranks #846 among its holdings.

177 funds tracked by Wall St. Rank hold MMI as of Q2 2026.

Compass Financial Management held 802 shares of Marcus & Millichap worth $24.8K as of Q2 2026.
Marcus & Millichap was a new Compass Financial Management position in Q2 2026.
Marcus & Millichap made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #846 holding.
177 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.