Cerity Partners
SPMC

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
Q2 		$151K Sell
15,243
-5,027
-25% -$52.7K ﹤0.01% 3134
2026
Q1 		$181K Buy
+20,270
New +$236K ﹤0.01% 2902

Other funds holding SPMC

KL
KIM LLC Wichita, Kansas $1B AUM 29.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
ASG
Advisory Solutions Group Plymouth, Minnesota $295M AUM
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 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

Cerity Partners's SPMC Position: Q2 2026 in Review

Cerity Partners reduced its Sound Point Meridian Capital (SPMC) stake by 25% in Q2 2026, selling an estimated $52.7K and leaving 15,243 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #3134.

Cerity Partners first reported a position in SPMC in Q1 2026 and has held it in 2 quarters since. The position peaked at $181K in Q1 2026. 15 funds tracked by Wall St. Rank hold SPMC as of Q2 2026.

  • Cerity Partners held 15,243 shares of Sound Point Meridian Capital worth $151K as of Q2 2026.
  • Cerity Partners sold 5,027 Sound Point Meridian Capital shares in Q2 2026, an estimated $52.7K.
  • Sound Point Meridian Capital made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #3134 holding.
  • Cerity Partners first reported a position in Sound Point Meridian Capital in Q1 2026 and has held it in 2 quarters since.
  • Cerity Partners's Sound Point Meridian Capital position peaked at $181K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Sound Point Meridian Capital as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.