Jones Financial Companies
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Jones Financial Companies’s Marcus & Millichap MMI Stock Holding History

Jones Financial Companies’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
Q1 		$876K Buy
34,078
+34,065
+262,038% +$896K ﹤0.01% 1773
2025
Q4 		$355 Hold
13
– – ﹤0.01% 4208
2025
Q3 		$388 Hold
13
– – ﹤0.01% 4067
2025
Q2 		$404 Buy
+13
New +$395 ﹤0.01% 3837
2025
Q1 		– Sell
-14
Closed -$536 – 3801
2024
Q4 		$536 Buy
14
+3
+27% +$118 ﹤0.01% 3221
2024
Q3 		$435 Buy
+11
New +$415 ﹤0.01% 2902

Other funds holding MMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Jones Financial Companies's MMI Position: Q1 2026 in Review

Jones Financial Companies increased its Marcus & Millichap (MMI) stake by 262,038% in Q1 2026, buying an estimated $896K and bringing the position to 34,078 shares worth $876K. The position accounts for ﹤0.01% of the portfolio, ranked #1773.

Jones Financial Companies first reported a position in MMI in Q3 2024 and has held it in 6 quarters since. 172 funds tracked by Wall St. Rank hold MMI as of Q1 2026.

  • Jones Financial Companies held 34,078 shares of Marcus & Millichap worth $876K as of Q1 2026.
  • Jones Financial Companies bought 34,065 Marcus & Millichap shares in Q1 2026, an estimated $896K.
  • Marcus & Millichap made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1773 holding.
  • Jones Financial Companies first reported a position in Marcus & Millichap in Q3 2024 and has held it in 6 quarters since.
  • 172 funds tracked by Wall St. Rank held Marcus & Millichap as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.