Allied Private Wealth’s Sound Point Meridian Capital SPMC Stock Holding History

Allied Private Wealth’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	$984K	Buy	+94,982	New	+$997K	0.63%	30

Other funds holding SPMC

KIM LLC Wichita, Kansas $1B AUM 29.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

VIA

Virtus Investment Advisers Hartford, Connecticut $429M AUM 52.52% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $295M AUM

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

Allied Private Wealth's SPMC Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Sound Point Meridian Capital (SPMC) in Q2 2026: 94,982 shares worth $984K. The stake represents 0.63% of the portfolio and ranks #30 among its holdings.

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

Allied Private Wealth held 94,982 shares of Sound Point Meridian Capital worth $984K as of Q2 2026.
Sound Point Meridian Capital was a new Allied Private Wealth position in Q2 2026.
Sound Point Meridian Capital made up 0.63% of Allied Private Wealth's portfolio in Q2 2026, its #30 holding.
15 funds tracked by Wall St. Rank held Sound Point Meridian Capital as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.