Raymond James Financial
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Raymond James Financial’s Marcus & Millichap MMI Stock Holding History

Raymond James Financial’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
Q3 		– Sell
-506
Closed -$15.5K – 6030
2025
Q2 		$15.5K Buy
+506
New +$15.4K ﹤0.01% 5709

Other funds holding MMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Raymond James Financial's MMI Position: Q3 2025 in Review

Raymond James Financial sold out of Marcus & Millichap (MMI) in Q3 2025, closing a stake of 506 shares — an estimated $15.5K sold.

Raymond James Financial first reported a position in MMI in Q2 2025 and held it in 1 quarter. The position peaked at $15.5K in Q2 2025. 175 funds tracked by Wall St. Rank hold MMI as of Q3 2025.

  • Raymond James Financial reported no remaining Marcus & Millichap position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 506 Marcus & Millichap shares in Q3 2025, an estimated $15.5K.
  • Raymond James Financial first reported a position in Marcus & Millichap in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Marcus & Millichap position peaked at $15.5K in Q2 2025.
  • 175 funds tracked by Wall St. Rank held Marcus & Millichap as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.