Sound Point Meridian CapitalSPMC
13F holders, Q2 2026 (June 30)15holders +4
4new positions
2sold out
$9.90avg. 13F price*
At the end of Q2 2026, 15 institutions reported holding Sound Point Meridian Capital (SPMC) in their 13F filings, up 4 from Q1 2026. 4 opened new positions and 2 sold out. The largest holders were Kim, LLC ($106.8M), Bank of America Corp. ($5.0M) and Goldman Sachs Group Inc. ($4.7M).
- Company
- Sound Point Meridian Capital
- CUSIP
- 83617A108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $260K |
| Exits | 2 | $145K |
All 13F filers, Q1 2026 → Q2 2026: 42,651 shares bought and 39,526 shares sold, net +3,125 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Kim, LLC | 32.69% | No change | 10,790,928 | $106.8M |
| Bank of America Corp. | 0.00% | No change | 500,000 | $5.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.2% | 474,329 | $4.7M |
| Everest Private Wealth | 0.37% | Add +3.7% | 100,437 | $994K |
| Allied Private Wealth LLC | 0.63% | — | 94,982 | $984K |
| Virtus Investment Advisers, LLC | 0.12% | Reduce -21.8% | 52,537 | $520K |
| Advisory Solutions Group, LLC | 0.11% | — | 31,935 | $316K |
| Oppenheimer & Co. Inc. | 0.00% | Add +58.4% | 21,700 | $215K |
| Cerity Partners LLC | 0.00% | Reduce -24.8% | 15,243 | $151K |
| Raymond James Financial Inc. | 0.00% | New | 12,484 | $124K |
| Prosperity Financial Group, Inc. | 0.03% | New | 10,199 | $101K |
| UBS Group AG | 0.00% | Add +109.7% | 9,059 | $90K |
| Morgan Stanley | 0.00% | Reduce -36.0% | 5,127 | $51K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 3,500 | $35K |
| Osaic Holdings, Inc. | 0.00% | New | 111 | $1K |
"% of holder's portfolio" is SPMC's weight in each manager's 13F, not the share of Sound Point Meridian Capital the manager owns.