Bartlett & Co Wealth Management’s SiriusXM SIRI Stock Holding History

Bartlett & Co 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
2026 Q3	$921K	Hold	35,584	–	–	0.01%	280
2026 Q2	$1.05M	Hold	35,584	–	–	0.01%	272
2026 Q1	$953K	Hold	35,584	–	–	0.01%	274
2025 Q4	$712K	Buy	35,584 +76	+0.2%	+$1.63K	0.01%	300
2025 Q3	$826K	Hold	35,508	–	–	0.01%	279
2025 Q2	$816K	Hold	35,508	–	–	0.01%	276
2025 Q1	$801K	Buy	35,508 +50	+0.1%	+$1.18K	0.01%	275
2024 Q4	$808K	Sell	35,458 -152	-0.4%	-$3.88K	0.01%	278
2024 Q3	$842K	Buy	35,610 +35,441	+20,971%	+$1.1M	0.01%	276
2024 Q2	$4.79K	Hold	169	–	–	﹤0.01%	988
2024 Q1	$6.56K	Hold	169	–	–	﹤0.01%	951
2023 Q4	$9.36K	Hold	169	–	–	﹤0.01%	1013
2023 Q3	$7.65K	Sell	169 -120	-42%	-$5.58K	﹤0.01%	958
2023 Q2	$13.1K	Hold	289	–	–	﹤0.01%	892
2023 Q1	$11.5K	Hold	289	–	–	﹤0.01%	801
2022 Q4	$16.9K	Hold	289	–	–	﹤0.01%	748
2022 Q3	$16.5K	Hold	289	–	–	﹤0.01%	734
2022 Q2	$17.7K	Hold	289	–	–	﹤0.01%	755
2022 Q1	$19.1K	Buy	+289	New	+$18.2K	﹤0.01%	738
2021 Q4	–	Sell	-36	Closed	-$2.2K	–	796
2021 Q3	$2.2K	Sell	36 -460	-93%	-$28.9K	﹤0.01%	860
2021 Q2	$32.4K	Hold	496	–	–	﹤0.01%	571
2021 Q1	$30.2K	Hold	496	–	–	﹤0.01%	615
2020 Q4	$31.6K	Hold	496	–	–	﹤0.01%	603
2020 Q3	$26.6K	Hold	496	–	–	﹤0.01%	584
2020 Q2	$29.1K	Hold	496	–	–	﹤0.01%	564
2020 Q1	$24.5K	Hold	496	–	–	﹤0.01%	558
2019 Q4	$35.5K	Hold	496	–	–	﹤0.01%	583
2019 Q3	$31K	Buy	+496	New	+$30.5K	﹤0.01%	600

Other funds holding SIRI

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Check Capital Management Costa Mesa, California $3.7B AUM 3.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Bartlett & Co Wealth Management's SIRI Position: Q3 2026 in Review

Bartlett & Co Wealth Management held its SiriusXM (SIRI) position steady in Q3 2026 at 35,584 shares worth $921K. The position accounts for 0.01% of the portfolio, ranked #280.

Bartlett & Co Wealth Management first reported a position in SIRI in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.05M in Q2 2026. 415 funds tracked by Wall St. Rank hold SIRI as of Q3 2026.

Bartlett & Co Wealth Management held 35,584 shares of SiriusXM worth $921K as of Q3 2026.
Bartlett & Co Wealth Management left its SiriusXM share count unchanged in Q3 2026.
SiriusXM made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q3 2026, its #280 holding.
Bartlett & Co Wealth Management first reported a position in SiriusXM in Q3 2019 and has held it in 28 quarters since.
Bartlett & Co Wealth Management's SiriusXM position peaked at $1.05M in Q2 2026.
415 funds tracked by Wall St. Rank held SiriusXM as of Q3 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.