Jones Financial Companies
MMI icon

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
Q2 		$1.08M Buy
34,239
+161
+0.5% +$4.62K ﹤0.01% 1854
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Jones Financial Companies's MMI Position: Q2 2026 in Review

Jones Financial Companies increased its Marcus & Millichap (MMI) stake by 0.47% in Q2 2026, buying an estimated $4.62K and bringing the position to 34,239 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1854.

Jones Financial Companies first reported a position in MMI in Q3 2024 and has held it in 7 quarters since. 188 funds tracked by Wall St. Rank hold MMI as of Q2 2026.

  • Jones Financial Companies held 34,239 shares of Marcus & Millichap worth $1.08M as of Q2 2026.
  • Jones Financial Companies bought 161 Marcus & Millichap shares in Q2 2026, an estimated $4.62K.
  • Marcus & Millichap made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1854 holding.
  • Jones Financial Companies first reported a position in Marcus & Millichap in Q3 2024 and has held it in 7 quarters since.
  • 188 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.