EMC
SPMC

Everest Management Corp’s Sound Point Meridian Capital SPMC Stock Holding History

Everest Management Corp’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 		$867K Buy
96,819
+17,021
+21% +$198K 0.44% 33
2025
Q4 		$1.1M Buy
79,798
+4,243
+6% +$65.8K 0.61% 24
2025
Q3 		$1.31M Buy
75,555
+2,697
+4% +$48.4K 0.84% 21
2025
Q2 		$1.3M Buy
+72,858
New +$1.34M 0.94% 21

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
VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Everest Management Corp's SPMC Position: Q1 2026 in Review

Everest Management Corp increased its Sound Point Meridian Capital (SPMC) stake by 21% in Q1 2026, buying an estimated $198K and bringing the position to 96,819 shares worth $867K. The position accounts for 0.44% of the portfolio, ranked #33.

Everest Management Corp first reported a position in SPMC in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.31M in Q3 2025. 11 funds tracked by Wall St. Rank hold SPMC as of Q1 2026.

  • Everest Management Corp held 96,819 shares of Sound Point Meridian Capital worth $867K as of Q1 2026.
  • Everest Management Corp bought 17,021 Sound Point Meridian Capital shares in Q1 2026, an estimated $198K.
  • Sound Point Meridian Capital made up 0.44% of Everest Management Corp's portfolio in Q1 2026, its #33 holding.
  • Everest Management Corp first reported a position in Sound Point Meridian Capital in Q2 2025 and has held it in 4 quarters since.
  • Everest Management Corp's Sound Point Meridian Capital position peaked at $1.31M in Q3 2025.
  • 11 funds tracked by Wall St. Rank held Sound Point Meridian Capital as of Q1 2026.

Based on Everest Management Corp's 13F filing for Q1 2026, filed 7 May 2026.