Cerity Partners’s Sound Point Meridian Capital SPMC Stock Holding History

Cerity Partners’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 Q1	$181K	Buy	+20,270	New	+$236K	﹤0.01%	2902

Other funds holding SPMC

KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

VIA

Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Cerity Partners's SPMC Position: Q1 2026 in Review

Cerity Partners opened a new position in Sound Point Meridian Capital (SPMC) in Q1 2026: 20,270 shares worth $181K. The stake represents ﹤0.01% of the portfolio and ranks #2902 among its holdings.

11 funds tracked by Wall St. Rank hold SPMC as of Q1 2026.

Cerity Partners held 20,270 shares of Sound Point Meridian Capital worth $181K as of Q1 2026.
Sound Point Meridian Capital was a new Cerity Partners position in Q1 2026.
Sound Point Meridian Capital made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2902 holding.
11 funds tracked by Wall St. Rank held Sound Point Meridian Capital as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.