Clearstead Trust’s SiriusPoint SPNT Stock Holding History

Clearstead Trust’s Portfolio SPNT Stock Details SPNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-80	Closed	-$1.45K	–	1478
2025 Q3	$1.45K	Hold	80	–	–	﹤0.01%	1100
2025 Q2	$1.63K	Buy	+80	New	+$1.47K	﹤0.01%	1009

Other funds holding SPNT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Clearstead Trust's SPNT Position: Q4 2025 in Review

Clearstead Trust sold out of SiriusPoint (SPNT) in Q4 2025, closing a stake of 80 shares — an estimated $1.45K sold.

Clearstead Trust first reported a position in SPNT in Q2 2025 and held it in 2 quarters. The position peaked at $1.63K in Q2 2025. 235 funds tracked by Wall St. Rank hold SPNT as of Q4 2025.

Clearstead Trust reported no remaining SiriusPoint position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 80 SiriusPoint shares in Q4 2025, an estimated $1.45K.
Clearstead Trust first reported a position in SiriusPoint in Q2 2025 and held it in 2 quarters.
Clearstead Trust's SiriusPoint position peaked at $1.63K in Q2 2025.
235 funds tracked by Wall St. Rank held SiriusPoint as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.