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Principal Securities’s Marcus & Millichap MMI Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-148
Closed -$4.34K – 2671
2025
Q3 		$4.34K Hold
148
– – ﹤0.01% 3014
2025
Q2 		$4.54K Buy
148
+4
+3% +$121 ﹤0.01% 2898
2025
Q1 		$5.51K Hold
144
– – ﹤0.01% 2740
2024
Q4 		$5.51K Hold
144
– – ﹤0.01% 2737
2024
Q3 		$5.71K Buy
144
+22
+18% +$830 ﹤0.01% 2636
2024
Q2 		$3.85K Hold
122
– – ﹤0.01% 2724
2024
Q1 		$4.17K Buy
122
+20
+20% +$733 ﹤0.01% 2669
2023
Q4 		$4.46K Buy
+102
New +$3.39K ﹤0.01% 2571

Other funds holding MMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Principal Securities's MMI Position: Q4 2025 in Review

Principal Securities sold out of Marcus & Millichap (MMI) in Q4 2025, closing a stake of 148 shares — an estimated $4.34K sold.

Principal Securities first reported a position in MMI in Q4 2023 and held it in 8 quarters. The position peaked at $5.71K in Q3 2024. 192 funds tracked by Wall St. Rank hold MMI as of Q4 2025.

  • Principal Securities reported no remaining Marcus & Millichap position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 148 Marcus & Millichap shares in Q4 2025, an estimated $4.34K.
  • Principal Securities first reported a position in Marcus & Millichap in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Marcus & Millichap position peaked at $5.71K in Q3 2024.
  • 192 funds tracked by Wall St. Rank held Marcus & Millichap as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.