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Allegiance Financial Group Advisory Services’s SiriusXM SIRI Stock Holding History

Allegiance Financial Group Advisory Services’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 		$358K Sell
12,103
-912
-7% -$24.5K 0.06% 125
2026
Q1 		$300K Buy
13,015
+2,086
+19% +$44.8K 0.06% 138
2025
Q4 		$219K Sell
10,929
-2,927
-21% -$62.9K 0.05% 169
2025
Q3 		$322K Sell
13,856
-1,625
-10% -$37.6K 0.07% 106
2025
Q2 		$356K Buy
15,481
+2,803
+22% +$60.3K 0.09% 87
2025
Q1 		$286K Buy
12,678
+660
+5% +$15.5K 0.09% 96
2024
Q4 		$274K Buy
12,018
+2,052
+21% +$52.3K 0.09% 70
2024
Q3 		$236K Buy
9,966
+72
+0.7% +$2.24K 0.08% 69
2024
Q2 		$280K Buy
9,894
+85
+0.9% +$2.54K 0.11% 56
2024
Q1 		$381K Buy
9,809
+50
+0.5% +$2.38K 0.16% 52
2023
Q4 		$534K Buy
9,759
+47
+0.5% +$2.26K 0.25% 42
2023
Q3 		$439K Sell
9,712
-515
-5% -$23.9K 0.25% 45
2023
Q2 		$463K Buy
10,227
+1,838
+22% +$69.4K 0.27% 44
2023
Q1 		$333K Buy
8,389
+46
+0.6% +$2.2K 0.25% 49
2022
Q4 		$487K Buy
+8,343
New +$513K 0.47% 42

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

Allegiance Financial Group Advisory Services's SIRI Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services reduced its SiriusXM (SIRI) stake by 7% in Q2 2026, selling an estimated $24.5K and leaving 12,103 shares worth $358K. The position accounts for 0.06% of the portfolio, ranked #125.

Allegiance Financial Group Advisory Services first reported a position in SIRI in Q4 2022 and has held it in 15 quarters since. The position peaked at $534K in Q4 2023. 598 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • Allegiance Financial Group Advisory Services held 12,103 shares of SiriusXM worth $358K as of Q2 2026.
  • Allegiance Financial Group Advisory Services sold 912 SiriusXM shares in Q2 2026, an estimated $24.5K.
  • SiriusXM made up 0.06% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #125 holding.
  • Allegiance Financial Group Advisory Services first reported a position in SiriusXM in Q4 2022 and has held it in 15 quarters since.
  • Allegiance Financial Group Advisory Services's SiriusXM position peaked at $534K in Q4 2023.
  • 598 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.