BRF
SPMC

B. Riley Financial’s Sound Point Meridian Capital SPMC Stock Holding History

B. Riley Financial’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
2025
Q4 		– Sell
-47,510
Closed -$147K – 32
2025
Q3 		$147K Buy
+47,510
New +$852K 0.1% 19
2025
Q2 		– Sell
-63,694
Closed -$30K – 46
2025
Q1 		$30K Buy
+63,694
New +$1.32M 0.04% 20

Other funds holding SPMC

KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EMC
Everest Management Corp Cupertino, California $197M AUM 26.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RPCA
Running Point Capital Advisors El Segundo, California $367M AUM 12.19% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return

B. Riley Financial's SPMC Position: Q4 2025 in Review

B. Riley Financial sold out of Sound Point Meridian Capital (SPMC) in Q4 2025, closing a stake of 47,510 shares — an estimated $147K sold.

B. Riley Financial first reported a position in SPMC in Q1 2025 and held it in 2 quarters. The position peaked at $147K in Q3 2025. 16 funds tracked by Wall St. Rank hold SPMC as of Q4 2025.

  • B. Riley Financial reported no remaining Sound Point Meridian Capital position as of Q4 2025 after selling out during the quarter.
  • B. Riley Financial sold 47,510 Sound Point Meridian Capital shares in Q4 2025, an estimated $147K.
  • B. Riley Financial first reported a position in Sound Point Meridian Capital in Q1 2025 and held it in 2 quarters.
  • B. Riley Financial's Sound Point Meridian Capital position peaked at $147K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held Sound Point Meridian Capital as of Q4 2025.

Based on B. Riley Financial's 13F filing for Q4 2025, filed 10 Feb 2026.