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USA Financial Formulas’s Marcus Corp MCS Stock Holding History

USA Financial Formulas’s Portfolio MCS Stock Details MCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$49.9K Buy
+1,790
New +$48.4K 0.01% 224

Other funds holding MCS

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

USA Financial Formulas's MCS Position: Q3 2026 in Review

USA Financial Formulas opened a new position in Marcus Corp (MCS) in Q3 2026: 1,790 shares worth $49.9K. The stake represents 0.01% of the portfolio and ranks #224 among its holdings.

12 funds tracked by Wall St. Rank hold MCS as of Q3 2026.

  • USA Financial Formulas held 1,790 shares of Marcus Corp worth $49.9K as of Q3 2026.
  • Marcus Corp was a new USA Financial Formulas position in Q3 2026.
  • Marcus Corp made up 0.01% of USA Financial Formulas's portfolio in Q3 2026, its #224 holding.
  • 12 funds tracked by Wall St. Rank held Marcus Corp as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.