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Optimize Financial’s SiriusPoint SPNT Stock Holding History

Optimize Financial’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
Q3 		– Sell
-25,044
Closed -$511K – 421
2025
Q2 		$511K Sell
25,044
-180
-0.7% -$3.31K 0.31% 86
2025
Q1 		$436K Buy
+25,224
New +$376K 0.16% 98

Other funds holding SPNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Optimize Financial's SPNT Position: Q3 2025 in Review

Optimize Financial sold out of SiriusPoint (SPNT) in Q3 2025, closing a stake of 25,044 shares — an estimated $511K sold.

Optimize Financial first reported a position in SPNT in Q1 2025 and held it in 2 quarters. The position peaked at $511K in Q2 2025. 221 funds tracked by Wall St. Rank hold SPNT as of Q3 2025.

  • Optimize Financial reported no remaining SiriusPoint position as of Q3 2025 after selling out during the quarter.
  • Optimize Financial sold 25,044 SiriusPoint shares in Q3 2025, an estimated $511K.
  • Optimize Financial first reported a position in SiriusPoint in Q1 2025 and held it in 2 quarters.
  • Optimize Financial's SiriusPoint position peaked at $511K in Q2 2025.
  • 221 funds tracked by Wall St. Rank held SiriusPoint as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.