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BFSG LLC’s SiriusXM SIRI Stock Holding History

BFSG LLC’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 		$235K Buy
10,170
+323
+3% +$6.94K 0.02% 255
2025
Q4 		$197K Buy
9,847
+892
+10% +$19.2K 0.02% 272
2025
Q3 		$208K Sell
8,955
-590
-6% -$13.6K 0.02% 269
2025
Q2 		$219K Buy
9,545
+65
+0.7% +$1.4K 0.02% 244
2025
Q1 		$214K Buy
9,480
+2,097
+28% +$49.4K 0.03% 231
2024
Q4 		$168K Buy
7,383
+2,648
+56% +$67.5K 0.02% 257
2024
Q3 		$112K Buy
4,735
+4,385
+1,253% +$136K 0.01% 314
2024
Q2 		$9.9K Sell
350
-33
-9% -$986 ﹤0.01% 480
2024
Q1 		$14.8K Buy
383
+33
+9% +$1.57K ﹤0.01% 457
2023
Q4 		$19.1K Buy
+350
New +$16.8K ﹤0.01% 417

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCMH
Kontiki Capital Management (HK) Hong Kong $1.43B AUM 9.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return