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Larson Financial Group’s Marcus & Millichap MMI Stock Holding History

Larson Financial Group’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 		$4.89K Buy
157
+7
+5% +$201 ﹤0.01% 2786
2026
Q1 		$3.99K Buy
150
+135
+900% +$3.55K ﹤0.01% 2704
2025
Q4 		$409 Sell
15
-81
-84% -$2.34K ﹤0.01% 3160
2025
Q3 		$2.82K Buy
96
+15
+19% +$471 ﹤0.01% 2573
2025
Q2 		$2.49K Buy
81
+68
+523% +$2.06K ﹤0.01% 2337
2025
Q1 		$448 Sell
13
-74
-85% -$2.73K ﹤0.01% 2605
2024
Q4 		$3.33K Buy
87
+74
+569% +$2.9K ﹤0.01% 1763
2024
Q3 		$515 Hold
13
– – ﹤0.01% 2121
2024
Q2 		$410 Buy
+13
New +$421 ﹤0.01% 1884

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 $3.37T 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
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

Larson Financial Group's MMI Position: Q2 2026 in Review

Larson Financial Group increased its Marcus & Millichap (MMI) stake by 4.7% in Q2 2026, buying an estimated $201 and bringing the position to 157 shares worth $4.89K. The position accounts for ﹤0.01% of the portfolio, ranked #2786.

Larson Financial Group first reported a position in MMI in Q2 2024 and has held it in 9 quarters since. 188 funds tracked by Wall St. Rank hold MMI as of Q2 2026.

  • Larson Financial Group held 157 shares of Marcus & Millichap worth $4.89K as of Q2 2026.
  • Larson Financial Group bought 7 Marcus & Millichap shares in Q2 2026, an estimated $201.
  • Marcus & Millichap made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2786 holding.
  • Larson Financial Group first reported a position in Marcus & Millichap in Q2 2024 and has held it in 9 quarters since.
  • 188 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2026.

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