Advisory Solutions Group’s Sound Point Meridian Capital SPMC Stock Holding History

Advisory Solutions Group’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 Q3	$488K	Buy	58,082 +26,147	+82%	+$255K	0.1%	167
2026 Q2	$316K	Buy	+31,935	New	+$335K	0.11%	150

Other funds holding SPMC

Everest Management Corp Cupertino, California $307M AUM 22.74% 1-Year Est. Return

Virtus Investment Advisers Hartford, Connecticut $453M AUM 48.99% 1-Year Est. Return

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Advisory Solutions Group's SPMC Position: Q3 2026 in Review

Advisory Solutions Group increased its Sound Point Meridian Capital (SPMC) stake by 82% in Q3 2026, buying an estimated $255K and bringing the position to 58,082 shares worth $488K. The position accounts for 0.1% of the portfolio, ranked #167.

Advisory Solutions Group first reported a position in SPMC in Q2 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold SPMC as of Q3 2026.

Advisory Solutions Group held 58,082 shares of Sound Point Meridian Capital worth $488K as of Q3 2026.
Advisory Solutions Group bought 26,147 Sound Point Meridian Capital shares in Q3 2026, an estimated $255K.
Sound Point Meridian Capital made up 0.1% of Advisory Solutions Group's portfolio in Q3 2026, its #167 holding.
Advisory Solutions Group first reported a position in Sound Point Meridian Capital in Q2 2026 and has held it in 2 quarters since.
9 funds tracked by Wall St. Rank held Sound Point Meridian Capital as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.