Bell Investment Advisors’s SiriusXM SIRI Stock Holding History

Bell Investment 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 Q1	$2.91K	Hold	126	–	–	﹤0.01%	1185
2025 Q4	$2.52K	Buy	126 +103	+448%	+$2.21K	﹤0.01%	1267
2025 Q3	$536	Sell	23 -1	-4%	-$23	﹤0.01%	1741
2025 Q2	$552	Sell	24 -50	-68%	-$1.08K	﹤0.01%	1741
2025 Q1	$1.67K	Sell	74 -249	-77%	-$5.87K	﹤0.01%	1371
2024 Q4	$7.37K	Sell	323 -141	-30%	-$3.6K	﹤0.01%	736
2024 Q3	$11K	Buy	464 +448	+2,800%	+$13.9K	﹤0.01%	583
2024 Q2	$445	Buy	+16	New	+$478	﹤0.01%	1853
2024 Q1	–	Sell	-22	Closed	-$1.22K	–	1939
2023 Q4	$1.22K	Sell	22 -271	-92%	-$13K	﹤0.01%	1525
2023 Q3	$13.2K	Sell	293 -6	-2%	-$279	﹤0.01%	409
2023 Q2	$13.6K	Sell	299 -1	-0.3%	-$38	﹤0.01%	410
2023 Q1	$11.9K	Buy	300 +10	+3%	+$479	﹤0.01%	432
2022 Q4	$16.9K	Sell	290 -9	-3%	-$553	﹤0.01%	335
2022 Q3	$17K	Buy	299 +18	+6%	+$1.13K	0.01%	293
2022 Q2	$17K	Buy	+281	New	+$17.5K	0.01%	304
2021 Q4	$21K	Buy	330 +43	+15%	+$2.69K	0.01%	306
2021 Q3	$17K	Buy	+287	New	+$18K	0.01%	325

Other funds holding SIRI

Berkshire Hathaway

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Geode Capital Management

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

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