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Steward Partners Investment Advisory’s Marcus & Millichap MMI Stock Holding History

Steward Partners Investment Advisory’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
-54
Closed -$1.58K – 4420
2025
Q3 		$1.58K Buy
+54
New +$1.7K ﹤0.01% 3979

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
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Steward Partners Investment Advisory's MMI Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of Marcus & Millichap (MMI) in Q4 2025, closing a stake of 54 shares — an estimated $1.58K sold.

Steward Partners Investment Advisory first reported a position in MMI in Q3 2025 and held it in 1 quarter. The position peaked at $1.58K in Q3 2025. 192 funds tracked by Wall St. Rank hold MMI as of Q4 2025.

  • Steward Partners Investment Advisory reported no remaining Marcus & Millichap position as of Q4 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 54 Marcus & Millichap shares in Q4 2025, an estimated $1.58K.
  • Steward Partners Investment Advisory first reported a position in Marcus & Millichap in Q3 2025 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Marcus & Millichap position peaked at $1.58K in Q3 2025.
  • 192 funds tracked by Wall St. Rank held Marcus & Millichap as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.