Marshall Wace
YB

Marshall Wace’s Yuanbao Inc YB Stock Holding History

Marshall Wace’s Portfolio YB Stock Details YB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$166K Buy
+10,913
New +$174K ﹤0.01% 2857
2025
Q4 		– Sell
-30,508
Closed -$599K – 3622
2025
Q3 		$599K Buy
+30,508
New +$775K ﹤0.01% 2162

Other funds holding YB

FG
Franchise GP Grand Cayman $215M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RQS
Ramsey Quantitative Systems Louisville, Kentucky $112M AUM 16.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
W
WealthCollab Bellevue, Washington $276M AUM 33.83% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Marshall Wace's YB Position: Q2 2026 in Review

Marshall Wace opened a new position in Yuanbao Inc (YB) in Q2 2026: 10,913 shares worth $166K. The stake represents ﹤0.01% of the portfolio and ranks #2857 among its holdings. This is a return to the name: Marshall Wace previously reported a position in YB as recently as Q3 2025.

Marshall Wace first reported a position in YB in Q3 2025 and has held it in 2 quarters since. The position peaked at $599K in Q3 2025. 12 funds tracked by Wall St. Rank hold YB as of Q2 2026.

  • Marshall Wace held 10,913 shares of Yuanbao Inc worth $166K as of Q2 2026.
  • Yuanbao Inc was a new Marshall Wace position in Q2 2026.
  • Yuanbao Inc made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2857 holding.
  • Marshall Wace first reported a position in Yuanbao Inc in Q3 2025 and has held it in 2 quarters since.
  • Marshall Wace's Yuanbao Inc position peaked at $599K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Yuanbao Inc as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.