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Transamerica Financial Advisors’s Marcus & Millichap MMI Stock Holding History

Transamerica Financial Advisors’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
-16
Closed -$470 – 1884
2025
Q3 		$470 Buy
+16
New +$503 ﹤0.01% 1312
2024
Q3 		– Sell
-1
Closed -$1K – 636
2024
Q2 		$1K Hold
1
– – ﹤0.01% 485
2024
Q1 		$1K Hold
1
– – ﹤0.01% 530
2023
Q4 		$1K Hold
1
– – ﹤0.01% 523
2023
Q3 		$1K Hold
1
– – ﹤0.01% 547
2023
Q2 		$1K Hold
1
– – ﹤0.01% 518
2023
Q1 		$1K Hold
1
– – ﹤0.01% 500
2022
Q4 		$1K Hold
1
– – ﹤0.01% 572
2022
Q3 		$1K Hold
1
– – ﹤0.01% 540
2022
Q2 		$1K Buy
+1
New +$43 ﹤0.01% 555

Other funds holding MMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Transamerica Financial Advisors's MMI Position: Q4 2025 in Review

Transamerica Financial Advisors sold out of Marcus & Millichap (MMI) in Q4 2025, closing a stake of 16 shares — an estimated $470 sold.

Transamerica Financial Advisors first reported a position in MMI in Q2 2022 and held it in 10 quarters. The position peaked at $1K in Q2 2024. 192 funds tracked by Wall St. Rank hold MMI as of Q4 2025.

  • Transamerica Financial Advisors reported no remaining Marcus & Millichap position as of Q4 2025 after selling out during the quarter.
  • Transamerica Financial Advisors sold 16 Marcus & Millichap shares in Q4 2025, an estimated $470.
  • Transamerica Financial Advisors first reported a position in Marcus & Millichap in Q2 2022 and held it in 10 quarters.
  • Transamerica Financial Advisors's Marcus & Millichap position peaked at $1K in Q2 2024.
  • 192 funds tracked by Wall St. Rank held Marcus & Millichap as of Q4 2025.

Based on Transamerica Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.