Integrated Wealth Concepts’s Marcus & Millichap MMI Stock Holding History

Integrated Wealth Concepts’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	$85.1K	Buy	+2,729	New	+$78.2K	﹤0.01%	2943

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

Integrated Wealth Concepts's MMI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Marcus & Millichap (MMI) in Q2 2026: 2,729 shares worth $85.1K. The stake represents ﹤0.01% of the portfolio and ranks #2943 among its holdings.

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

Integrated Wealth Concepts held 2,729 shares of Marcus & Millichap worth $85.1K as of Q2 2026.
Marcus & Millichap was a new Integrated Wealth Concepts position in Q2 2026.
Marcus & Millichap made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2943 holding.
188 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.