AssetMark Inc
SIRI icon

AssetMark Inc’s SiriusXM SIRI Stock Holding History

AssetMark Inc’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
Q3 		$53.5K Buy
2,066
+1,310
+173% +$38.2K ﹤0.01% 1858
2026
Q2 		$22.3K Sell
756
-85
-10% -$2.28K ﹤0.01% 2136
2026
Q1 		$19.4K Buy
841
+748
+804% +$16.1K ﹤0.01% 2068
2025
Q4 		$1.86K Sell
93
-41
-31% -$881 ﹤0.01% 2788
2025
Q3 		$3.12K Hold
134
– – ﹤0.01% 2498
2025
Q2 		$3.08K Buy
134
+64
+91% +$1.38K ﹤0.01% 2292
2025
Q1 		$1.58K Sell
70
-151
-68% -$3.56K ﹤0.01% 2220
2024
Q4 		$5.04K Buy
221
+176
+391% +$4.49K ﹤0.01% 1928
2024
Q3 		$1.06K Sell
45
-38
-46% -$1.18K ﹤0.01% 1984
2024
Q2 		$2.34K Sell
83
-5,856
-99% -$175K ﹤0.01% 1718
2024
Q1 		$230K Buy
5,939
+2,031
+52% +$96.6K ﹤0.01% 930
2023
Q4 		$214K Buy
3,908
+3,633
+1,321% +$175K ﹤0.01% 910
2023
Q3 		$12.4K Hold
275
– – ﹤0.01% 1304
2023
Q2 		$12.5K Hold
275
– – ﹤0.01% 1268
2023
Q1 		$10.9K Sell
275
-152
-36% -$7.28K ﹤0.01% 1263
2022
Q4 		$24.9K Buy
427
+152
+55% +$9.35K ﹤0.01% 1171
2022
Q3 		$16K Hold
275
– – ﹤0.01% 1168
2022
Q2 		$17K Buy
275
+200
+267% +$12.4K ﹤0.01% 1154
2022
Q1 		$5K Sell
75
-171
-70% -$10.8K ﹤0.01% 1288
2021
Q4 		$16K Buy
+246
New +$15.4K ﹤0.01% 1094
2018
Q1 		– Sell
-34
Closed -$2K – 1914
2017
Q4 		$2K Buy
+34
New +$1.88K ﹤0.01% 1480
2016
Q1 		– Sell
-7
Closed – – 1385
2015
Q4 		$0 Buy
+7
New +$283 ﹤0.01% 1467

Other funds holding SIRI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Check Capital Management
Check Capital Management Costa Mesa, California $3.7B AUM 3.56% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $668M AUM 8.93% 1-Year Est. Return

AssetMark Inc's SIRI Position: Q3 2026 in Review

AssetMark Inc increased its SiriusXM (SIRI) stake by 173% in Q3 2026, buying an estimated $38.2K and bringing the position to 2,066 shares worth $53.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1858.

AssetMark Inc first reported a position in SIRI in Q4 2015 and has held it in 22 quarters since. The position peaked at $230K in Q1 2024. 296 funds tracked by Wall St. Rank hold SIRI as of Q3 2026.

  • AssetMark Inc held 2,066 shares of SiriusXM worth $53.5K as of Q3 2026.
  • AssetMark Inc bought 1,310 SiriusXM shares in Q3 2026, an estimated $38.2K.
  • SiriusXM made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1858 holding.
  • AssetMark Inc first reported a position in SiriusXM in Q4 2015 and has held it in 22 quarters since.
  • AssetMark Inc's SiriusXM position peaked at $230K in Q1 2024.
  • 296 funds tracked by Wall St. Rank held SiriusXM as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.