Marshall Wace
SBC

Marshall Wace’s SBC Medical Group SBC Stock Holding History

Marshall Wace’s Portfolio SBC Stock Details SBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11,485
Closed -$36.6K – 3282
2025
Q1 		$36.6K Buy
+11,485
New +$52.1K ﹤0.01% 2546
2023
Q1 		– Sell
-149,704
Closed -$1.53M – 3190
2022
Q4 		$1.53M Hold
149,704
– – ﹤0.01% 1876
2022
Q3 		$1.5M Buy
+149,704
New +$1.5M ﹤0.01% 2198

Other funds holding SBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Marshall Wace's SBC Position: Q2 2025 in Review

Marshall Wace sold out of SBC Medical Group (SBC) in Q2 2025, closing a stake of 11,485 shares — an estimated $36.6K sold.

Marshall Wace first reported a position in SBC in Q3 2022 and held it in 3 quarters. The position peaked at $1.53M in Q4 2022. 29 funds tracked by Wall St. Rank hold SBC as of Q2 2025.

  • Marshall Wace reported no remaining SBC Medical Group position as of Q2 2025 after selling out during the quarter.
  • Marshall Wace sold 11,485 SBC Medical Group shares in Q2 2025, an estimated $36.6K.
  • Marshall Wace first reported a position in SBC Medical Group in Q3 2022 and held it in 3 quarters.
  • Marshall Wace's SBC Medical Group position peaked at $1.53M in Q4 2022.
  • 29 funds tracked by Wall St. Rank held SBC Medical Group as of Q2 2025.

Based on Marshall Wace's 13F filing for Q2 2025, filed 13 Aug 2025.