SPL
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Superior Planning, LLC’s SiriusXM SIRI Stock Holding History

Superior Planning, LLC’s Portfolio SIRI Stock Details SIRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$285 Buy
+11
New +$321 ﹤0.01% 1990

Other funds holding SIRI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Check Capital Management
Check Capital Management Costa Mesa, California $3.7B AUM 3.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Weitz Investment Management
Weitz Investment Management Omaha, Nebraska $1.46B AUM 5.9% 1-Year Est. Return

Superior Planning, LLC's SIRI Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in SiriusXM (SIRI) in Q3 2026: 11 shares worth $285. The stake represents ﹤0.01% of the portfolio and ranks #1990 among its holdings.

402 funds tracked by Wall St. Rank hold SIRI as of Q3 2026.

  • Superior Planning, LLC held 11 shares of SiriusXM worth $285 as of Q3 2026.
  • SiriusXM was a new Superior Planning, LLC position in Q3 2026.
  • SiriusXM made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1990 holding.
  • 402 funds tracked by Wall St. Rank held SiriusXM as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.