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Root Financial Partners’s Marcus & Millichap MMI Stock Holding History

Root Financial Partners’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 		– Sell
-66
Closed -$1.75K – 2087
2026
Q1 		$1.75K Buy
66
+65
+6,500% +$1.71K ﹤0.01% 2371
2025
Q4 		$27 Hold
1
– – ﹤0.01% 2409
2025
Q3 		$29 Buy
+1
New +$31 ﹤0.01% 2277

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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
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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

Root Financial Partners's MMI Position: Q2 2026 in Review

Root Financial Partners sold out of Marcus & Millichap (MMI) in Q2 2026, closing a stake of 66 shares — an estimated $1.75K sold.

Root Financial Partners first reported a position in MMI in Q3 2025 and held it in 3 quarters. The position peaked at $1.75K in Q1 2026. 188 funds tracked by Wall St. Rank hold MMI as of Q2 2026.

  • Root Financial Partners reported no remaining Marcus & Millichap position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 66 Marcus & Millichap shares in Q2 2026, an estimated $1.75K.
  • Root Financial Partners first reported a position in Marcus & Millichap in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Marcus & Millichap position peaked at $1.75K in Q1 2026.
  • 188 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.