Bank of America’s Sound Point Meridian Capital SPMC Stock Holding History

Bank of America’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	$4.95M	Hold	500,000	–	–	﹤0.01%	3575
2026 Q1	$4.47M	Hold	500,000	–	–	﹤0.01%	3560
2025 Q4	$6.88M	Hold	500,000	–	–	﹤0.01%	3133
2025 Q3	$8.68M	Hold	500,000	–	–	﹤0.01%	3441
2025 Q2	$8.94M	Sell	500,000 -264	-0.1%	-$4.86K	﹤0.01%	3336
2025 Q1	$9.98M	Buy	500,264 +264	+0.1%	+$5.49K	﹤0.01%	3139
2024 Q4	$10.4M	Hold	500,000	–	–	﹤0.01%	2894
2024 Q3	$9.88M	Hold	500,000	–	–	﹤0.01%	3078
2024 Q2	$10M	Buy	+500,000	New	+$10M	﹤0.01%	2946

Other funds holding SPMC

KIM LLC Wichita, Kansas $1B AUM 29.68% 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

APW

Allied Private Wealth Boca Raton, Florida $156M AUM

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

Bank of America's SPMC Position: Q2 2026 in Review

Bank of America held its Sound Point Meridian Capital (SPMC) position steady in Q2 2026 at 500,000 shares worth $4.95M. The position accounts for ﹤0.01% of the portfolio, ranked #3575.

Bank of America first reported a position in SPMC in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.4M in Q4 2024. 15 funds tracked by Wall St. Rank hold SPMC as of Q2 2026.

Bank of America held 500,000 shares of Sound Point Meridian Capital worth $4.95M as of Q2 2026.
Bank of America left its Sound Point Meridian Capital share count unchanged in Q2 2026.
Sound Point Meridian Capital made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #3575 holding.
Bank of America first reported a position in Sound Point Meridian Capital in Q2 2024 and has held it in 9 quarters since.
Bank of America's Sound Point Meridian Capital position peaked at $10.4M in Q4 2024.
15 funds tracked by Wall St. Rank held Sound Point Meridian Capital as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.