Financial Consulate’s Marcus & Millichap MMI Stock Holding History

Financial Consulate’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	$57	Buy	+2	New	+$62	﹤0.01%	1853

Other funds holding MMI

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 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

Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 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

Financial Consulate's MMI Position: Q3 2026 in Review

Financial Consulate opened a new position in Marcus & Millichap (MMI) in Q3 2026: 2 shares worth $57. The stake represents ﹤0.01% of the portfolio and ranks #1853 among its holdings.

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

Financial Consulate held 2 shares of Marcus & Millichap worth $57 as of Q3 2026.
Marcus & Millichap was a new Financial Consulate position in Q3 2026.
Marcus & Millichap made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1853 holding.
39 funds tracked by Wall St. Rank held Marcus & Millichap as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.