Marshall Wace’s Sound Point Meridian Capital SPMC Stock Holding History

Marshall Wace’s Portfolio SPMC Stock Details SPMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-26,897	Closed	-$370K	–	3759
2025 Q4	$370K	Sell	26,897 -34,663	-56%	-$537K	﹤0.01%	2371
2025 Q3	$1.07M	Sell	61,560 -15,592	-20%	-$280K	﹤0.01%	1913
2025 Q2	$1.38M	Buy	77,152 +20,163	+35%	+$371K	﹤0.01%	1717
2025 Q1	$1.14M	Buy	56,989 +39,242	+221%	+$816K	﹤0.01%	1726
2024 Q4	$371K	Buy	+17,747	New	+$355K	﹤0.01%	2162

Other funds holding SPMC

KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EMC

Everest Management Corp Cupertino, California $197M AUM 26.63% 1-Year Est. Return

VIA

Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Marshall Wace's SPMC Position: Q1 2026 in Review

Marshall Wace sold out of Sound Point Meridian Capital (SPMC) in Q1 2026, closing a stake of 26,897 shares — an estimated $370K sold.

Marshall Wace first reported a position in SPMC in Q4 2024 and held it in 5 quarters. The position peaked at $1.38M in Q2 2025. 11 funds tracked by Wall St. Rank hold SPMC as of Q1 2026.

Marshall Wace reported no remaining Sound Point Meridian Capital position as of Q1 2026 after selling out during the quarter.
Marshall Wace sold 26,897 Sound Point Meridian Capital shares in Q1 2026, an estimated $370K.
Marshall Wace first reported a position in Sound Point Meridian Capital in Q4 2024 and held it in 5 quarters.
Marshall Wace's Sound Point Meridian Capital position peaked at $1.38M in Q2 2025.
11 funds tracked by Wall St. Rank held Sound Point Meridian Capital as of Q1 2026.

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