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
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 $976M AUM 0.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Virtus Investment Advisers's SPMC Position: Q1 2026 in Review

Virtus Investment Advisers increased its Sound Point Meridian Capital (SPMC) stake by 127% in Q1 2026, buying an estimated $437K and bringing the position to 67,142 shares worth $601K. The position accounts for 0.17% of the portfolio, ranked #197.

Virtus Investment Advisers first reported a position in SPMC in Q3 2025 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold SPMC as of Q1 2026.

  • Virtus Investment Advisers held 67,142 shares of Sound Point Meridian Capital worth $601K as of Q1 2026.
  • Virtus Investment Advisers bought 37,522 Sound Point Meridian Capital shares in Q1 2026, an estimated $437K.
  • Sound Point Meridian Capital made up 0.17% of Virtus Investment Advisers's portfolio in Q1 2026, its #197 holding.
  • Virtus Investment Advisers first reported a position in Sound Point Meridian Capital in Q3 2025 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held Sound Point Meridian Capital as of Q1 2026.

Based on Virtus Investment Advisers's 13F filing for Q1 2026, filed 14 May 2026.