ASG
SPMC

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
Q2 		$316K Buy
+31,935
New +$335K 0.11% 150

Other funds holding SPMC

KL
KIM LLC Wichita, Kansas $1B AUM 29.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EMC
Everest Management Corp Cupertino, California $268M AUM 32.42% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
VIA
Virtus Investment Advisers Hartford, Connecticut $429M AUM 52.52% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisory Solutions Group's SPMC Position: Q2 2026 in Review

Advisory Solutions Group opened a new position in Sound Point Meridian Capital (SPMC) in Q2 2026: 31,935 shares worth $316K. The stake represents 0.11% of the portfolio and ranks #150 among its holdings.

14 funds tracked by Wall St. Rank hold SPMC as of Q2 2026.

  • Advisory Solutions Group held 31,935 shares of Sound Point Meridian Capital worth $316K as of Q2 2026.
  • Sound Point Meridian Capital was a new Advisory Solutions Group position in Q2 2026.
  • Sound Point Meridian Capital made up 0.11% of Advisory Solutions Group's portfolio in Q2 2026, its #150 holding.
  • 14 funds tracked by Wall St. Rank held Sound Point Meridian Capital as of Q2 2026.

Based on Advisory Solutions Group's 13F filing for Q2 2026, filed 29 Jul 2026.