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Pinnacle Wealth Planning Services’s Marcus & Millichap MMI Stock Holding History

Pinnacle Wealth Planning 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 		$3.46K Buy
111
+28
+34% +$803 ﹤0.01% 2367
2026
Q1 		$2.21K Sell
83
-441
-84% -$11.6K ﹤0.01% 2428
2025
Q4 		$14.3K Buy
+524
New +$15.2K ﹤0.01% 1867
2021
Q1 		– Sell
-695
Closed -$26K – 1312
2020
Q4 		$26K Buy
+695
New +$23.5K 0.01% 1054

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

Pinnacle Wealth Planning Services's MMI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Marcus & Millichap (MMI) stake by 34% in Q2 2026, buying an estimated $803 and bringing the position to 111 shares worth $3.46K. The position accounts for ﹤0.01% of the portfolio, ranked #2367.

Pinnacle Wealth Planning Services first reported a position in MMI in Q4 2020 and has held it in 4 quarters since. The position peaked at $26K in Q4 2020. 188 funds tracked by Wall St. Rank hold MMI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 111 shares of Marcus & Millichap worth $3.46K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 28 Marcus & Millichap shares in Q2 2026, an estimated $803.
  • Marcus & Millichap made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2367 holding.
  • Pinnacle Wealth Planning Services first reported a position in Marcus & Millichap in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Marcus & Millichap position peaked at $26K in Q4 2020.
  • 188 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.