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SageView Advisory Group’s Marcus & Millichap MMI Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-70
Closed -$1.91K – 1716
2025
Q4 		$1.91K Buy
+70
New +$2.02K ﹤0.01% 2244

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
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

SageView Advisory Group's MMI Position: Q1 2026 in Review

SageView Advisory Group sold out of Marcus & Millichap (MMI) in Q1 2026, closing a stake of 70 shares — an estimated $1.91K sold.

SageView Advisory Group first reported a position in MMI in Q4 2025 and held it in 1 quarter. The position peaked at $1.91K in Q4 2025. 172 funds tracked by Wall St. Rank hold MMI as of Q1 2026.

  • SageView Advisory Group reported no remaining Marcus & Millichap position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 70 Marcus & Millichap shares in Q1 2026, an estimated $1.91K.
  • SageView Advisory Group first reported a position in Marcus & Millichap in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Marcus & Millichap position peaked at $1.91K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held Marcus & Millichap as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.