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
Q2 		$994K Buy
100,437
+3,618
+4% +$38K 0.37% 36
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 $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
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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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

Everest Management Corp's SPMC Position: Q2 2026 in Review

Everest Management Corp increased its Sound Point Meridian Capital (SPMC) stake by 3.7% in Q2 2026, buying an estimated $38K and bringing the position to 100,437 shares worth $994K. The position accounts for 0.37% of the portfolio, ranked #36.

Everest Management Corp first reported a position in SPMC in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.31M in Q3 2025. 15 funds tracked by Wall St. Rank hold SPMC as of Q2 2026.

  • Everest Management Corp held 100,437 shares of Sound Point Meridian Capital worth $994K as of Q2 2026.
  • Everest Management Corp bought 3,618 Sound Point Meridian Capital shares in Q2 2026, an estimated $38K.
  • Sound Point Meridian Capital made up 0.37% of Everest Management Corp's portfolio in Q2 2026, its #36 holding.
  • Everest Management Corp first reported a position in Sound Point Meridian Capital in Q2 2025 and has held it in 5 quarters since.
  • Everest Management Corp's Sound Point Meridian Capital position peaked at $1.31M in Q3 2025.
  • 15 funds tracked by Wall St. Rank held Sound Point Meridian Capital as of Q2 2026.

Based on Everest Management Corp's 13F filing for Q2 2026, filed 7 Aug 2026.