KL
SPMC

KIM LLC’s Sound Point Meridian Capital SPMC Stock Holding History

KIM LLC’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 		$107M Hold
10,790,928
– – 10.65% 2
2026
Q1 		$96.6M Hold
10,790,928
– – 9.9% 3
2025
Q4 		$148M Buy
10,790,928
+6,736
+0.1% +$104K 12.01% 2
2025
Q3 		$187M Hold
10,784,192
– – 16.34% 2
2025
Q2 		$193M Buy
+10,784,192
New +$199M 18.26% 1

Other funds holding SPMC

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
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

KIM LLC's SPMC Position: Q2 2026 in Review

KIM LLC held its Sound Point Meridian Capital (SPMC) position steady in Q2 2026 at 10,790,928 shares worth $107M. The position accounts for 10.65% of the portfolio, ranked #2.

KIM LLC first reported a position in SPMC in Q2 2025 and has held it in 5 quarters since. The position peaked at $193M in Q2 2025. 15 funds tracked by Wall St. Rank hold SPMC as of Q2 2026.

  • KIM LLC held 10,790,928 shares of Sound Point Meridian Capital worth $107M as of Q2 2026.
  • KIM LLC left its Sound Point Meridian Capital share count unchanged in Q2 2026.
  • Sound Point Meridian Capital made up 10.65% of KIM LLC's portfolio in Q2 2026, its #2 holding.
  • KIM LLC first reported a position in Sound Point Meridian Capital in Q2 2025 and has held it in 5 quarters since.
  • KIM LLC's Sound Point Meridian Capital position peaked at $193M in Q2 2025.
  • 15 funds tracked by Wall St. Rank held Sound Point Meridian Capital as of Q2 2026.

Based on KIM LLC's 13F filing for Q2 2026, filed 13 Aug 2026.