Sound Point Meridian Capital, Inc.
SPMC· NYSE
Who holds Sound Point Meridian Capital, Inc., from the managers’ Form 13F reports for the quarter ended Jun 30, 2026.
Form 13F covers managers with $100 million or more. Positions are as of the quarter end and filed up to 45 days later; the latest quarter fills in as reports land.
| Manager | Shares | Change | Value | Of portfolio | Filed |
|---|---|---|---|---|---|
| KIM, LLC | 10.8M | ±0% | $106.8M | 10.6% | Aug 13, 2026 |
| Bank of America Corp | 500K | ±0% | $5M | 0.1% | Aug 14, 2026 |
| Goldman Sachs Group Inc | 474.3K | −0.2% | $4.7M | 0.1% | Aug 14, 2026 |
| Everest Management Corp. | 100.4K | +3.7% | $994.3K | 0.4% | Aug 7, 2026 |
| Allied Private Wealth LLC | 95K | — | $984K | 0.6% | Jul 9, 2026 |
| Virtus Investment Advisers, LLC | 52.5K | −21.8% | $520.1K | 0.1% | Aug 11, 2026 |
| Advisory Solutions Group, LLC | 31.9K | — | $316.2K | 0.1% | Jul 29, 2026 |
| Oppenheimer & Co Inc | 21.7K | +58.4% | $214.8K | 0.1% | Aug 3, 2026 |
| Cerity Partners LLC | 15.2K | −24.8% | $150.9K | 0.1% | Aug 14, 2026 |
| Raymond James Financial Inc | 12.5K | New | $123.6K | 0% | Aug 14, 2026 |
| Prosperity Financial Group, Inc. | 10.2K | New | $101K | 0.1% | Jul 28, 2026 |
| UBS Group AG | 9.1K | +109.7% | $89.7K | 0% | Aug 13, 2026 |
| Morgan Stanley | 5.1K | −36.0% | $50.8K | 0% | Aug 13, 2026 |
| Strategic Wealth Partners, Ltd. | 3.5K | New | $34.7K | 0.1% | Aug 12, 2026 |
| Osaic Holdings, Inc. | 111 | New | $1.1K | 0% | Aug 14, 2026 |