VIA
SPMC

Virtus Investment Advisers’s Sound Point Meridian Capital SPMC Stock Holding History

Virtus Investment Advisers’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 		$520K Sell
52,537
-14,605
-22% -$153K 0.12% 206
2026
Q1 		$601K Buy
67,142
+37,522
+127% +$437K 0.17% 197
2025
Q4 		$407K Buy
29,620
+2,061
+7% +$31.9K 0.11% 241
2025
Q3 		$478K Buy
+27,559
New +$494K 0.14% 209

Other funds holding SPMC

KL
KIM LLC Wichita, Kansas $1B AUM 29.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
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
ASG
Advisory Solutions Group Plymouth, Minnesota $295M AUM
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return

Virtus Investment Advisers's SPMC Position: Q2 2026 in Review

Virtus Investment Advisers reduced its Sound Point Meridian Capital (SPMC) stake by 22% in Q2 2026, selling an estimated $153K and leaving 52,537 shares worth $520K. The position accounts for 0.12% of the portfolio, ranked #206.

Virtus Investment Advisers first reported a position in SPMC in Q3 2025 and has held it in 4 quarters since. The position peaked at $601K in Q1 2026. 15 funds tracked by Wall St. Rank hold SPMC as of Q2 2026.

  • Virtus Investment Advisers held 52,537 shares of Sound Point Meridian Capital worth $520K as of Q2 2026.
  • Virtus Investment Advisers sold 14,605 Sound Point Meridian Capital shares in Q2 2026, an estimated $153K.
  • Sound Point Meridian Capital made up 0.12% of Virtus Investment Advisers's portfolio in Q2 2026, its #206 holding.
  • Virtus Investment Advisers first reported a position in Sound Point Meridian Capital in Q3 2025 and has held it in 4 quarters since.
  • Virtus Investment Advisers's Sound Point Meridian Capital position peaked at $601K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Sound Point Meridian Capital as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.