Activest Wealth Management
SIRI icon

Activest Wealth Management’s SiriusXM SIRI Stock Holding History

Activest Wealth Management’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 		$6.94K Sell
268
-7
-3% -$204 ﹤0.01% 653
2026
Q2 		$8.12K Buy
275
+7
+3% +$188 ﹤0.01% 620
2026
Q1 		$6.18K Buy
+268
New +$5.76K ﹤0.01% 784
2025
Q2 		– Sell
-19
Closed -$409 – 1174
2025
Q1 		$428 Buy
19
+18
+1,800% +$424 ﹤0.01% 866
2024
Q4 		$23 Buy
+1
New +$26 ﹤0.01% 835
2023
Q1 		– Sell
-37
Closed -$2.16K – 516
2022
Q4 		$2.16K Hold
37
– – ﹤0.01% 400
2022
Q3 		$2K Buy
+37
New +$2.32K ﹤0.01% 399

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
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
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Activest Wealth Management's SIRI Position: Q3 2026 in Review

Activest Wealth Management reduced its SiriusXM (SIRI) stake by 2.5% in Q3 2026, selling an estimated $204 and leaving 268 shares worth $6.94K. The position accounts for ﹤0.01% of the portfolio, ranked #653.

Activest Wealth Management first reported a position in SIRI in Q3 2022 and has held it in 7 quarters since. The position peaked at $8.12K in Q2 2026. 354 funds tracked by Wall St. Rank hold SIRI as of Q3 2026.

  • Activest Wealth Management held 268 shares of SiriusXM worth $6.94K as of Q3 2026.
  • Activest Wealth Management sold 7 SiriusXM shares in Q3 2026, an estimated $204.
  • SiriusXM made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #653 holding.
  • Activest Wealth Management first reported a position in SiriusXM in Q3 2022 and has held it in 7 quarters since.
  • Activest Wealth Management's SiriusXM position peaked at $8.12K in Q2 2026.
  • 354 funds tracked by Wall St. Rank held SiriusXM as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.