Marshall Wace’s State Street STT Stock Holding History

Marshall Wace’s Portfolio STT Stock Details STT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,000	Closed	-$116K	–	3464
2025 Q3	$116K	Buy	+1,000	New	+$112K	﹤0.01%	2637

Other funds holding STT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ROTUOC

Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Marshall Wace's STT Position: Q4 2025 in Review

Marshall Wace sold out of State Street (STT) in Q4 2025, closing a stake of 17,822 shares — an estimated $2.07M sold.

Marshall Wace first reported a position in STT in Q4 2014 and held it in 28 quarters. The position peaked at $68.7M in Q1 2024. 1,096 funds tracked by Wall St. Rank hold STT as of Q4 2025.

Marshall Wace reported no remaining State Street position as of Q4 2025 after selling out during the quarter.
Marshall Wace sold 17,822 State Street shares in Q4 2025, an estimated $2.07M.
Marshall Wace first reported a position in State Street in Q4 2014 and held it in 28 quarters.
Marshall Wace's State Street position peaked at $68.7M in Q1 2024.
1,096 funds tracked by Wall St. Rank held State Street as of Q4 2025.

Based on Marshall Wace's 13F filing for Q4 2025, filed 13 Feb 2026.