Sunbelt Securities’s Marcus & Millichap MMI Stock Holding History

Sunbelt Securities’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	-9	Closed	-$246	–	3054
2025 Q4	$246	Buy	+9	New	+$260	﹤0.01%	2391

Other funds holding MMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Sunbelt Securities's MMI Position: Q1 2026 in Review

Sunbelt Securities sold out of Marcus & Millichap (MMI) in Q1 2026, closing a stake of 9 shares — an estimated $246 sold.

Sunbelt Securities first reported a position in MMI in Q4 2025 and held it in 1 quarter. The position peaked at $246 in Q4 2025. 172 funds tracked by Wall St. Rank hold MMI as of Q1 2026.

Sunbelt Securities reported no remaining Marcus & Millichap position as of Q1 2026 after selling out during the quarter.
Sunbelt Securities sold 9 Marcus & Millichap shares in Q1 2026, an estimated $246.
Sunbelt Securities first reported a position in Marcus & Millichap in Q4 2025 and held it in 1 quarter.
Sunbelt Securities's Marcus & Millichap position peaked at $246 in Q4 2025.
172 funds tracked by Wall St. Rank held Marcus & Millichap as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.