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Albion Financial Group’s SiriusXM SIRI Stock Holding History

Albion Financial Group’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
2025
Q1 		– Sell
-87
Closed -$1.98K – 676
2024
Q4 		$1.98K Hold
87
– – ﹤0.01% 556
2024
Q3 		$2.06K Sell
87
-1
-1% -$31 ﹤0.01% 424
2024
Q2 		$2.48K Hold
88
– – ﹤0.01% 417
2024
Q1 		$3.4K Hold
88
– – ﹤0.01% 381
2023
Q4 		$4.79K Hold
88
– – ﹤0.01% 353
2023
Q3 		$3.96K Buy
+88
New +$4.09K ﹤0.01% 340
2014
Q1 		– Sell
-6,197
Closed -$216K – 190
2013
Q4 		$216K Buy
+6,197
New +$232K 0.04% 158

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BlackRock
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D.E. Shaw & Co
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FP
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Geode Capital Management
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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return