Strategic Wealth Partners’s Sound Point Meridian Capital SPMC Stock Holding History

Strategic Wealth Partners’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	$34.6K	Buy	+3,500	New	+$36.7K	﹤0.01%	619

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 52.52% 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

Strategic Wealth Partners's SPMC Position: Q2 2026 in Review

Strategic Wealth Partners opened a new position in Sound Point Meridian Capital (SPMC) in Q2 2026: 3,500 shares worth $34.6K. The stake represents ﹤0.01% of the portfolio and ranks #619 among its holdings.

15 funds tracked by Wall St. Rank hold SPMC as of Q2 2026.

Strategic Wealth Partners held 3,500 shares of Sound Point Meridian Capital worth $34.6K as of Q2 2026.
Sound Point Meridian Capital was a new Strategic Wealth Partners position in Q2 2026.
Sound Point Meridian Capital made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #619 holding.
15 funds tracked by Wall St. Rank held Sound Point Meridian Capital as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.