Osaic Holdings’s Sound Point Meridian Capital SPMC Stock Holding History

Osaic Holdings’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	–	Sell	-456	Closed	-$6.28K	–	8104
2025 Q4	$6.28K	Buy	456 +372	+443%	+$5.76K	﹤0.01%	6571
2025 Q3	$1.5K	Sell	84 -60	-42%	-$1.08K	﹤0.01%	7226
2025 Q2	$2.57K	Sell	144 -48	-25%	-$884	﹤0.01%	6845
2025 Q1	$3.83K	Buy	192 +108	+129%	+$2.25K	﹤0.01%	6312
2024 Q4	$1.75K	Sell	84 -616	-88%	-$12.3K	﹤0.01%	6656
2024 Q3	$13.8K	Buy	+700	New	+$13.8K	﹤0.01%	5602

Other funds holding SPMC

KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EMC

Everest Management Corp Cupertino, California $197M AUM 26.63% 1-Year Est. Return

VIA

Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings's SPMC Position: Q1 2026 in Review

Osaic Holdings sold out of Sound Point Meridian Capital (SPMC) in Q1 2026, closing a stake of 456 shares — an estimated $6.28K sold.

Osaic Holdings first reported a position in SPMC in Q3 2024 and held it in 6 quarters. The position peaked at $13.8K in Q3 2024. 11 funds tracked by Wall St. Rank hold SPMC as of Q1 2026.

Osaic Holdings reported no remaining Sound Point Meridian Capital position as of Q1 2026 after selling out during the quarter.
Osaic Holdings sold 456 Sound Point Meridian Capital shares in Q1 2026, an estimated $6.28K.
Osaic Holdings first reported a position in Sound Point Meridian Capital in Q3 2024 and held it in 6 quarters.
Osaic Holdings's Sound Point Meridian Capital position peaked at $13.8K in Q3 2024.
11 funds tracked by Wall St. Rank held Sound Point Meridian Capital as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.