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Private Trust Company’s Marcus & Millichap MMI Stock Holding History

Private Trust Company’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 		$26K Sell
835
-48
-5% -$1.38K ﹤0.01% 1661
2026
Q1 		$23.5K Buy
883
+175
+25% +$4.61K ﹤0.01% 1626
2025
Q4 		$19.3K Buy
708
+130
+22% +$3.76K ﹤0.01% 1672
2025
Q3 		$17K Buy
578
+339
+142% +$10.6K ﹤0.01% 1711
2025
Q2 		$7.34K Hold
239
– – ﹤0.01% 1918
2025
Q1 		$8.23K Hold
239
– – ﹤0.01% 1864
2024
Q4 		$9.14K Hold
239
– – ﹤0.01% 1776
2024
Q3 		$9.47K Hold
239
– – ﹤0.01% 1749
2024
Q2 		$7.53K Buy
239
+18
+8% +$583 ﹤0.01% 1779
2024
Q1 		$7.55K Hold
221
– – ﹤0.01% 1757
2023
Q4 		$9.65K Buy
221
+26
+13% +$863 ﹤0.01% 1663
2023
Q3 		$5.72K Hold
195
– – ﹤0.01% 1821
2023
Q2 		$6.14K Sell
195
-10
-5% -$309 ﹤0.01% 1806
2023
Q1 		$6.58K Buy
205
+46
+29% +$1.6K ﹤0.01% 1749
2022
Q4 		$5K Buy
159
+14
+10% +$497 ﹤0.01% 1806
2022
Q3 		$5K Hold
145
– – ﹤0.01% 1671
2022
Q2 		$5K Buy
+145
New +$6.3K ﹤0.01% 1754

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

Private Trust Company's MMI Position: Q2 2026 in Review

Private Trust Company reduced its Marcus & Millichap (MMI) stake by 5.4% in Q2 2026, selling an estimated $1.38K and leaving 835 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #1661.

Private Trust Company first reported a position in MMI in Q2 2022 and has held it in 17 quarters since. 188 funds tracked by Wall St. Rank hold MMI as of Q2 2026.

  • Private Trust Company held 835 shares of Marcus & Millichap worth $26K as of Q2 2026.
  • Private Trust Company sold 48 Marcus & Millichap shares in Q2 2026, an estimated $1.38K.
  • Marcus & Millichap made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1661 holding.
  • Private Trust Company first reported a position in Marcus & Millichap in Q2 2022 and has held it in 17 quarters since.
  • 188 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.