Running Point Capital Advisors’s Sound Point Meridian Capital SPMC Stock Holding History

Running Point Capital Advisors’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
2025 Q4	$433K	Sell	31,511 -1,059	-3%	-$16.4K	0.12%	93
2025 Q3	$565K	Sell	32,570 -854	-3%	-$15.3K	0.15%	83
2025 Q2	$598K	Buy	33,424 +4,323	+15%	+$79.6K	0.16%	72
2025 Q1	$580K	Buy	29,101 +6,907	+31%	+$144K	0.18%	72
2024 Q4	$464K	Buy	+22,194	New	+$444K	0.16%	72

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

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

VIA

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

BSG

Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Running Point Capital Advisors's SPMC Position: Q4 2025 in Review

Running Point Capital Advisors reduced its Sound Point Meridian Capital (SPMC) stake by 3.3% in Q4 2025, selling an estimated $16.4K and leaving 31,511 shares worth $433K. The position accounts for 0.12% of the portfolio, ranked #93.

Running Point Capital Advisors first reported a position in SPMC in Q4 2024 and has held it in 5 quarters since. The position peaked at $598K in Q2 2025. 16 funds tracked by Wall St. Rank hold SPMC as of Q4 2025.

Running Point Capital Advisors held 31,511 shares of Sound Point Meridian Capital worth $433K as of Q4 2025.
Running Point Capital Advisors sold 1,059 Sound Point Meridian Capital shares in Q4 2025, an estimated $16.4K.
Sound Point Meridian Capital made up 0.12% of Running Point Capital Advisors's portfolio in Q4 2025, its #93 holding.
Running Point Capital Advisors first reported a position in Sound Point Meridian Capital in Q4 2024 and has held it in 5 quarters since.
Running Point Capital Advisors's Sound Point Meridian Capital position peaked at $598K in Q2 2025.
16 funds tracked by Wall St. Rank held Sound Point Meridian Capital as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.