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Kestra Advisory Services’s Marcus & Millichap MMI Stock Holding History

Kestra Advisory Services’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 		– Sell
-1,098
Closed -$30K – 3890
2025
Q4 		$30K Buy
+1,098
New +$31.8K ﹤0.01% 4294

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
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Kestra Advisory Services's MMI Position: Q1 2026 in Review

Kestra Advisory Services sold out of Marcus & Millichap (MMI) in Q1 2026, closing a stake of 1,098 shares — an estimated $30K sold.

Kestra Advisory Services first reported a position in MMI in Q4 2025 and held it in 1 quarter. The position peaked at $30K in Q4 2025. 172 funds tracked by Wall St. Rank hold MMI as of Q1 2026.

  • Kestra Advisory Services reported no remaining Marcus & Millichap position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,098 Marcus & Millichap shares in Q1 2026, an estimated $30K.
  • Kestra Advisory Services first reported a position in Marcus & Millichap in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Marcus & Millichap position peaked at $30K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held Marcus & Millichap as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.