AllSquare Wealth Management’s SiriusXM SIRI Stock Holding History

AllSquare 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
2025 Q3	$1.05K	Hold	45	–	–	﹤0.01%	481
2025 Q2	$1.03K	Hold	45	–	–	﹤0.01%	486
2025 Q1	$1.01K	Hold	45	–	–	﹤0.01%	486
2024 Q4	$1.03K	Hold	45	–	–	﹤0.01%	481
2024 Q3	$1.06K	Buy	+45	New	+$1.4K	﹤0.01%	486
2019 Q1	–	Sell	-144	Closed	-$8K	–	489
2018 Q4	$8K	Hold	144	–	–	0.01%	344
2018 Q3	$9K	Hold	144	–	–	0.01%	353
2018 Q2	$10K	Hold	144	–	–	0.01%	343
2018 Q1	$9K	Hold	144	–	–	0.01%	287
2017 Q4	$8K	Hold	144	–	–	0.01%	296
2017 Q3	$8K	Buy	+144	New	+$7.97K	0.01%	279
2017 Q2	–	Sell	-144	Closed	-$7K	–	330
2017 Q1	$7K	Hold	144	–	–	0.01%	281
2016 Q4	$6K	Hold	144	–	–	0.01%	269
2016 Q3	$6K	Hold	144	–	–	0.01%	252
2016 Q2	$6K	Hold	144	–	–	0.01%	235
2016 Q1	$6K	Hold	144	–	–	0.01%	232
2015 Q4	$6K	Hold	144	–	–	0.01%	234
2015 Q3	$5K	Hold	144	–	–	0.01%	255
2015 Q2	$5K	Sell	144 -350	-71%	-$13.6K	﹤0.01%	274
2015 Q1	$19K	Hold	494	–	–	0.02%	181
2014 Q4	$17K	Buy	+494	New	+$17K	0.02%	191

Other funds holding SIRI

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KCMH

Kontiki Capital Management (HK) Hong Kong $1.43B AUM 9.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AllSquare Wealth Management's SIRI Position: Q3 2025 in Review

AllSquare Wealth Management held its SiriusXM (SIRI) position steady in Q3 2025 at 45 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

AllSquare Wealth Management first reported a position in SIRI in Q4 2014 and has held it in 21 quarters since. The position peaked at $19K in Q1 2015. 543 funds tracked by Wall St. Rank hold SIRI as of Q3 2025.

AllSquare Wealth Management held 45 shares of SiriusXM worth $1.05K as of Q3 2025.
AllSquare Wealth Management left its SiriusXM share count unchanged in Q3 2025.
SiriusXM made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #481 holding.
AllSquare Wealth Management first reported a position in SiriusXM in Q4 2014 and has held it in 21 quarters since.
AllSquare Wealth Management's SiriusXM position peaked at $19K in Q1 2015.
543 funds tracked by Wall St. Rank held SiriusXM as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.