MFS
MMI icon

Mirabella Financial Services’s Marcus & Millichap MMI Stock Holding History

Mirabella Financial 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
Q2 		$316K Buy
+10,151
New +$291K 0.03% 427
2026
Q1 		– Sell
-12,687
Closed -$346K – 1080
2025
Q4 		$346K Buy
+12,687
New +$367K 0.03% 400
2024
Q2 		– Sell
-15,150
Closed -$518K – 598
2024
Q1 		$518K Buy
+15,150
New +$555K 0.04% 292

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

Mirabella Financial Services's MMI Position: Q2 2026 in Review

Mirabella Financial Services opened a new position in Marcus & Millichap (MMI) in Q2 2026: 10,151 shares worth $316K. The stake represents 0.03% of the portfolio and ranks #427 among its holdings. This is a return to the name: Mirabella Financial Services previously reported a position in MMI as recently as Q4 2025.

Mirabella Financial Services first reported a position in MMI in Q1 2024 and has held it in 3 quarters since. The position peaked at $518K in Q1 2024. 188 funds tracked by Wall St. Rank hold MMI as of Q2 2026.

  • Mirabella Financial Services held 10,151 shares of Marcus & Millichap worth $316K as of Q2 2026.
  • Marcus & Millichap was a new Mirabella Financial Services position in Q2 2026.
  • Marcus & Millichap made up 0.03% of Mirabella Financial Services's portfolio in Q2 2026, its #427 holding.
  • Mirabella Financial Services first reported a position in Marcus & Millichap in Q1 2024 and has held it in 3 quarters since.
  • Mirabella Financial Services's Marcus & Millichap position peaked at $518K in Q1 2024.
  • 188 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.