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UMB Bank’s Marcus & Millichap MMI Stock Holding History

UMB Bank’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 		$23.8K Sell
764
-176
-19% -$5.05K ﹤0.01% 1607
2026
Q1 		$25K Buy
940
+297
+46% +$7.82K ﹤0.01% 1518
2025
Q4 		$17.5K Buy
643
+103
+19% +$2.98K ﹤0.01% 1608
2025
Q3 		$15.8K Buy
540
+12
+2% +$377 ﹤0.01% 1522
2025
Q2 		$16.2K Sell
528
-53
-9% -$1.61K ﹤0.01% 1450
2025
Q1 		$20K Buy
581
+64
+12% +$2.36K ﹤0.01% 1328
2024
Q4 		$19.8K Sell
517
-3
-0.6% -$118 ﹤0.01% 1259
2024
Q3 		$20.6K Buy
520
+7
+1% +$264 ﹤0.01% 1220
2024
Q2 		$16.2K Buy
513
+103
+25% +$3.33K ﹤0.01% 1146
2024
Q1 		$14K Buy
410
+10
+3% +$366 ﹤0.01% 1194
2023
Q4 		$17.5K Sell
400
-842
-68% -$28K ﹤0.01% 1104
2023
Q3 		$36.4K Hold
1,242
– – ﹤0.01% 903
2023
Q2 		$39.1K Buy
1,242
+71
+6% +$2.19K ﹤0.01% 903
2023
Q1 		$37.6K Buy
1,171
+154
+15% +$5.35K ﹤0.01% 916
2022
Q4 		$35K Sell
1,017
-56
-5% -$1.99K ﹤0.01% 944
2022
Q3 		$35K Buy
1,073
+47
+5% +$1.78K ﹤0.01% 957
2022
Q2 		$38K Sell
1,026
-67
-6% -$2.91K ﹤0.01% 985
2022
Q1 		$58K Hold
1,093
– – ﹤0.01% 932
2021
Q4 		$56K Buy
+1,093
New +$51K ﹤0.01% 963

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
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
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

UMB Bank's MMI Position: Q2 2026 in Review

UMB Bank reduced its Marcus & Millichap (MMI) stake by 19% in Q2 2026, selling an estimated $5.05K and leaving 764 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1607.

UMB Bank first reported a position in MMI in Q4 2021 and has held it in 19 quarters since. The position peaked at $58K in Q1 2022. 188 funds tracked by Wall St. Rank hold MMI as of Q2 2026.

  • UMB Bank held 764 shares of Marcus & Millichap worth $23.8K as of Q2 2026.
  • UMB Bank sold 176 Marcus & Millichap shares in Q2 2026, an estimated $5.05K.
  • Marcus & Millichap made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1607 holding.
  • UMB Bank first reported a position in Marcus & Millichap in Q4 2021 and has held it in 19 quarters since.
  • UMB Bank's Marcus & Millichap position peaked at $58K in Q1 2022.
  • 188 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.