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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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCMH
Kontiki Capital Management (HK) Hong Kong $1.43B AUM 9.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advyzon Investment Management's SIRI Position: Q1 2026 in Review

Advyzon Investment Management increased its SiriusXM (SIRI) stake by 99% in Q1 2026, buying an estimated $297K and bringing the position to 27,786 shares worth $641K. The position accounts for 0.06% of the portfolio, ranked #323.

Advyzon Investment Management first reported a position in SIRI in Q4 2025 and has held it in 2 quarters since. 559 funds tracked by Wall St. Rank hold SIRI as of Q1 2026.

  • Advyzon Investment Management held 27,786 shares of SiriusXM worth $641K as of Q1 2026.
  • Advyzon Investment Management bought 13,808 SiriusXM shares in Q1 2026, an estimated $297K.
  • SiriusXM made up 0.06% of Advyzon Investment Management's portfolio in Q1 2026, its #323 holding.
  • Advyzon Investment Management first reported a position in SiriusXM in Q4 2025 and has held it in 2 quarters since.
  • 559 funds tracked by Wall St. Rank held SiriusXM as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.