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 Q2	$10.7K	Hold	444	–	–	﹤0.01%	561
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Private Wealth Management Group's SPNT Position: Q2 2026 in Review

Private Wealth Management Group held its SiriusPoint (SPNT) position steady in Q2 2026 at 444 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Private Wealth Management Group first reported a position in SPNT in Q4 2023 and has held it in 11 quarters since. 254 funds tracked by Wall St. Rank hold SPNT as of Q2 2026.

Private Wealth Management Group held 444 shares of SiriusPoint worth $10.7K as of Q2 2026.
Private Wealth Management Group left its SiriusPoint share count unchanged in Q2 2026.
SiriusPoint made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #561 holding.
Private Wealth Management Group first reported a position in SiriusPoint in Q4 2023 and has held it in 11 quarters since.
254 funds tracked by Wall St. Rank held SiriusPoint as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.