PWMG
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Private Wealth Management Group’s SiriusPoint SPNT Stock Holding History

Private Wealth Management Group’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
Q1 		$9.56K Hold
444
– – ﹤0.01% 534
2025
Q4 		$9.72K Hold
444
– – ﹤0.01% 522
2025
Q3 		$8.03K Hold
444
– – ﹤0.01% 597
2025
Q2 		$9.05K Sell
444
-114
-20% -$2.1K ﹤0.01% 523
2025
Q1 		$9.65K Sell
558
-18
-3% -$268 ﹤0.01% 480
2024
Q4 		$9.44K Sell
576
-58
-9% -$837 ﹤0.01% 494
2024
Q3 		$9.09K Hold
634
– – ﹤0.01% 483
2024
Q2 		$7.74K Sell
634
-5
-0.8% -$62 ﹤0.01% 528
2024
Q1 		$8.12K Hold
639
– – ﹤0.01% 470
2023
Q4 		$7.41K Buy
+639
New +$6.74K ﹤0.01% 482

Other funds holding SPNT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return