Marshall Wace’s BGM Group Ltd BGM Stock Holding History

Marshall Wace’s Portfolio BGM Stock Details BGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-20,632	Closed	-$218K	–	3517
2025 Q2	$218K	Buy	+20,632	New	+$250K	﹤0.01%	2437

Other funds holding BGM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Marshall Wace's BGM Position: Q3 2025 in Review

Marshall Wace sold out of BGM Group Ltd (BGM) in Q3 2025, closing a stake of 20,632 shares — an estimated $218K sold.

Marshall Wace first reported a position in BGM in Q2 2025 and held it in 1 quarter. The position peaked at $218K in Q2 2025. 5 funds tracked by Wall St. Rank hold BGM as of Q3 2025.

Marshall Wace reported no remaining BGM Group Ltd position as of Q3 2025 after selling out during the quarter.
Marshall Wace sold 20,632 BGM Group Ltd shares in Q3 2025, an estimated $218K.
Marshall Wace first reported a position in BGM Group Ltd in Q2 2025 and held it in 1 quarter.
Marshall Wace's BGM Group Ltd position peaked at $218K in Q2 2025.
5 funds tracked by Wall St. Rank held BGM Group Ltd as of Q3 2025.

Based on Marshall Wace's 13F filing for Q3 2025, filed 13 Nov 2025.