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 Q2	$1.1K	Buy	+111	New	+$1.17K	﹤0.01%	7453
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 $1B AUM 29.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 52.51% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $295M AUM

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings's SPMC Position: Q2 2026 in Review

Osaic Holdings opened a new position in Sound Point Meridian Capital (SPMC) in Q2 2026: 111 shares worth $1.1K. The stake represents ﹤0.01% of the portfolio and ranks #7453 among its holdings. This is a return to the name: Osaic Holdings previously reported a position in SPMC as recently as Q4 2025.

Osaic Holdings first reported a position in SPMC in Q3 2024 and has held it in 7 quarters since. The position peaked at $13.8K in Q3 2024. 15 funds tracked by Wall St. Rank hold SPMC as of Q2 2026.

Osaic Holdings held 111 shares of Sound Point Meridian Capital worth $1.1K as of Q2 2026.
Sound Point Meridian Capital was a new Osaic Holdings position in Q2 2026.
Sound Point Meridian Capital made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #7453 holding.
Osaic Holdings first reported a position in Sound Point Meridian Capital in Q3 2024 and has held it in 7 quarters since.
Osaic Holdings's Sound Point Meridian Capital position peaked at $13.8K in Q3 2024.
15 funds tracked by Wall St. Rank held Sound Point Meridian Capital as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.