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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
Q2 		$3.72K Hold
126
– – ﹤0.01% 1102
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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KCMH
Kontiki Capital Management (HK) Hong Kong $1.52B AUM 10.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Bell Investment Advisors's SIRI Position: Q2 2026 in Review

Bell Investment Advisors held its SiriusXM (SIRI) position steady in Q2 2026 at 126 shares worth $3.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

Bell Investment Advisors first reported a position in SIRI in Q3 2021 and has held it in 18 quarters since. The position peaked at $21K in Q4 2021. 598 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • Bell Investment Advisors held 126 shares of SiriusXM worth $3.72K as of Q2 2026.
  • Bell Investment Advisors left its SiriusXM share count unchanged in Q2 2026.
  • SiriusXM made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1102 holding.
  • Bell Investment Advisors first reported a position in SiriusXM in Q3 2021 and has held it in 18 quarters since.
  • Bell Investment Advisors's SiriusXM position peaked at $21K in Q4 2021.
  • 598 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.