Fi3 Financial Advisors’s SiriusPoint SPNT Stock Holding History

Fi3 Financial Advisors’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
2026 Q2	$272K	Sell	2,739 -34,368	-93%	-$787K	0.07%	184
2026 Q1	$799K	Sell	37,107 -456	-1%	-$9.39K	0.23%	43
2025 Q4	$822K	Buy	37,563 +395	+1%	+$7.92K	0.25%	43
2025 Q3	$672K	Sell	37,168 -100	-0.3%	-$1.87K	0.23%	41
2025 Q2	$760K	Sell	37,268 -71	-0.2%	-$1.31K	0.27%	36
2025 Q1	$646K	Sell	37,339 -69	-0.2%	-$1.03K	0.26%	40
2024 Q4	$613K	Sell	37,408 -44	-0.1%	-$635	0.23%	43
2024 Q3	$537K	Buy	37,452 +60	+0.2%	+$839	0.21%	41
2024 Q2	$456K	Buy	37,392 +47	+0.1%	+$586	0.2%	39
2024 Q1	$452K	Buy	37,345 +195	+0.5%	+$2.32K	0.21%	39
2023 Q4	$431K	Hold	37,150	–	–	0.21%	43
2023 Q3	$378K	Hold	37,150	–	–	0.2%	44
2023 Q2	$335K	Hold	37,150	–	–	0.18%	48
2023 Q1	$302K	Hold	37,150	–	–	0.16%	52
2022 Q4	$219K	Hold	37,150	–	–	0.13%	61
2022 Q3	$184K	Hold	37,150	–	–	0.17%	48
2022 Q2	$172K	Hold	37,150	–	–	0.14%	47
2022 Q1	$278K	Hold	37,150	–	–	0.22%	38
2021 Q4	$302K	Hold	37,150	–	–	0.2%	36
2021 Q3	$344K	Hold	37,150	–	–	0.23%	29
2021 Q2	$358K	Hold	37,150	–	–	0.25%	31
2021 Q1	$378K	Buy	+37,150	New	+$377K	0.32%	27

Other funds holding SPNT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fi3 Financial Advisors's SPNT Position: Q2 2026 in Review

Fi3 Financial Advisors reduced its SiriusPoint (SPNT) stake by 93% in Q2 2026, selling an estimated $787K and leaving 2,739 shares worth $272K. The position accounts for 0.07% of the portfolio, ranked #184.

Fi3 Financial Advisors first reported a position in SPNT in Q1 2021 and has held it in 22 quarters since. The position peaked at $822K in Q4 2025. 253 funds tracked by Wall St. Rank hold SPNT as of Q2 2026.

Fi3 Financial Advisors held 2,739 shares of SiriusPoint worth $272K as of Q2 2026.
Fi3 Financial Advisors sold 34,368 SiriusPoint shares in Q2 2026, an estimated $787K.
SiriusPoint made up 0.07% of Fi3 Financial Advisors's portfolio in Q2 2026, its #184 holding.
Fi3 Financial Advisors first reported a position in SiriusPoint in Q1 2021 and has held it in 22 quarters since.
Fi3 Financial Advisors's SiriusPoint position peaked at $822K in Q4 2025.
253 funds tracked by Wall St. Rank held SiriusPoint as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.