LFG
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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
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 $5.7T 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