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 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	$6.57K	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

HLCM

Hi-Line Capital Management Watertown, South Dakota $355M AUM 16.76% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CIEC

Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return

Bartlett & Co Wealth Management's SIRI Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its SiriusXM (SIRI) position steady in Q2 2026 at 35,584 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #272.

Bartlett & Co Wealth Management first reported a position in SIRI in Q3 2019 and has held it in 27 quarters since. 135 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

Bartlett & Co Wealth Management held 35,584 shares of SiriusXM worth $1.05M as of Q2 2026.
Bartlett & Co Wealth Management left its SiriusXM share count unchanged in Q2 2026.
SiriusXM made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #272 holding.
Bartlett & Co Wealth Management first reported a position in SiriusXM in Q3 2019 and has held it in 27 quarters since.
135 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.