Marshall Wace’s Financial Institutions FISI Stock Holding History

Marshall Wace’s Portfolio FISI Stock Details FISI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$374K	Sell	11,809 -4,115	-26%	-$132K	﹤0.01%	2580
2025 Q4	$496K	Sell	15,924 -1,472	-8%	-$43.4K	﹤0.01%	2243
2025 Q3	$473K	Buy	+17,396	New	+$464K	﹤0.01%	2246
2022 Q1	–	Sell	-10,079	Closed	-$321K	–	3546
2021 Q4	$321K	Buy	10,079 +549	+6%	+$17.5K	﹤0.01%	3005
2021 Q3	$292K	Buy	+9,530	New	+$288K	﹤0.01%	2656
2020 Q2	–	Sell	-4,593	Closed	-$83K	–	1673
2020 Q1	$83K	Buy	4,593 +1,246	+37%	+$33.4K	﹤0.01%	1354
2019 Q4	$107K	Buy	+3,347	New	+$105K	﹤0.01%	1443

Other funds holding FISI

PCA

PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ACM

Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Marshall Wace's FISI Position: Q1 2026 in Review

Marshall Wace reduced its Financial Institutions (FISI) stake by 26% in Q1 2026, selling an estimated $132K and leaving 11,809 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #2580.

Marshall Wace first reported a position in FISI in Q4 2019 and has held it in 7 quarters since. The position peaked at $496K in Q4 2025. 151 funds tracked by Wall St. Rank hold FISI as of Q1 2026.

Marshall Wace held 11,809 shares of Financial Institutions worth $374K as of Q1 2026.
Marshall Wace sold 4,115 Financial Institutions shares in Q1 2026, an estimated $132K.
Financial Institutions made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #2580 holding.
Marshall Wace first reported a position in Financial Institutions in Q4 2019 and has held it in 7 quarters since.
Marshall Wace's Financial Institutions position peaked at $496K in Q4 2025.
151 funds tracked by Wall St. Rank held Financial Institutions as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.