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Advyzon Investment Management’s SiriusXM SIRI Stock Holding History

Advyzon Investment 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
Q2 		$851K Buy
28,812
+1,026
+4% +$27.6K 0.06% 298
2026
Q1 		$641K Buy
27,786
+13,808
+99% +$297K 0.06% 323
2025
Q4 		$279K Buy
+13,978
New +$300K 0.03% 462

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 $3.38T AUM 44.17% 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

Advyzon Investment Management's SIRI Position: Q2 2026 in Review

Advyzon Investment Management increased its SiriusXM (SIRI) stake by 3.7% in Q2 2026, buying an estimated $27.6K and bringing the position to 28,812 shares worth $851K. The position accounts for 0.06% of the portfolio, ranked #298.

Advyzon Investment Management first reported a position in SIRI in Q4 2025 and has held it in 3 quarters since. 602 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • Advyzon Investment Management held 28,812 shares of SiriusXM worth $851K as of Q2 2026.
  • Advyzon Investment Management bought 1,026 SiriusXM shares in Q2 2026, an estimated $27.6K.
  • SiriusXM made up 0.06% of Advyzon Investment Management's portfolio in Q2 2026, its #298 holding.
  • Advyzon Investment Management first reported a position in SiriusXM in Q4 2025 and has held it in 3 quarters since.
  • 602 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.