Bay Colony Advisors’s SiriusXM SIRI Stock Holding History

Bay Colony Advisors’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	$291K	Buy	9,862 +509	+5%	+$13.7K	0.03%	380
2026 Q1	$216K	Buy	+9,353	New	+$201K	0.03%	455
2025 Q4	–	Sell	-9,333	Closed	-$217K	–	539
2025 Q3	$217K	Sell	9,333 -465	-5%	-$10.8K	0.03%	466
2025 Q2	$225K	Buy	+9,798	New	+$211K	0.03%	412

Other funds holding SIRI

Wealth Enhancement Advisory Services

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

Handelsbanken Fonder

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

R.H. Dinel Investment Counsel Los Angeles, California $130M AUM 5.64% 1-Year Est. Return

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return