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Action Point Financial Planning’s SiriusXM SIRI Stock Holding History

Action Point Financial Planning’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
Q2 		$2.78K Buy
+96
New +$2.58K ﹤0.01% 2092

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KCMH
Kontiki Capital Management (HK) Hong Kong $1.52B AUM 10.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Action Point Financial Planning's SIRI Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in SiriusXM (SIRI) in Q2 2026: 96 shares worth $2.78K. The stake represents ﹤0.01% of the portfolio and ranks #2092 among its holdings.

594 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • Action Point Financial Planning held 96 shares of SiriusXM worth $2.78K as of Q2 2026.
  • SiriusXM was a new Action Point Financial Planning position in Q2 2026.
  • SiriusXM made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2092 holding.
  • 594 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.