BTI
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Blue Trust Inc’s SiriusXM SIRI Stock Holding History

Blue Trust Inc’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 		$30 Sell
1
-261
-100% -$7.01K ﹤0.01% 2431
2026
Q1 		$6.04K Buy
262
+192
+274% +$4.13K ﹤0.01% 1951
2025
Q4 		$1.4K Buy
70
+11
+19% +$236 ﹤0.01% 2215
2025
Q3 		$1.37K Hold
59
– – ﹤0.01% 2245
2025
Q2 		$1.36K Buy
59
+48
+436% +$1.03K ﹤0.01% 2189
2025
Q1 		$248 Sell
11
-2,280
-100% -$53.7K ﹤0.01% 2410
2024
Q4 		$52.2K Sell
2,291
-1,353
-37% -$34.5K ﹤0.01% 1283
2024
Q3 		$10.3K Buy
3,644
+3,473
+2,031% +$108K ﹤0.01% 2184
2024
Q2 		$6.62K Buy
171
+74
+76% +$2.21K ﹤0.01% 2092
2024
Q1 		$3.75K Sell
97
-22
-18% -$1.05K ﹤0.01% 1692
2023
Q4 		$6K Sell
119
-51
-30% -$2.45K ﹤0.01% 1792
2023
Q3 		$8K Sell
170
-16
-9% -$744 ﹤0.01% 1489
2023
Q2 		$7K Sell
186
-43
-19% -$1.62K ﹤0.01% 1434
2023
Q1 		$13K Sell
229
-16
-7% -$766 ﹤0.01% 1524
2022
Q4 		$14K Buy
245
+98
+67% +$6.03K ﹤0.01% 1429
2022
Q3 		$9K Buy
147
+17
+13% +$1.07K ﹤0.01% 1390
2022
Q2 		$9K Buy
+130
New +$8.07K ﹤0.01% 1249

Other funds holding SIRI

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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Blue Trust Inc's SIRI Position: Q2 2026 in Review

Blue Trust Inc reduced its SiriusXM (SIRI) stake by 100% in Q2 2026, selling an estimated $7.01K and leaving 1 share worth $30. The position accounts for ﹤0.01% of the portfolio, ranked #2431.

Blue Trust Inc first reported a position in SIRI in Q2 2022 and has held it in 17 quarters since. The position peaked at $52.2K in Q4 2024. 105 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • Blue Trust Inc held 1 share of SiriusXM worth $30 as of Q2 2026.
  • Blue Trust Inc sold 261 SiriusXM shares in Q2 2026, an estimated $7.01K.
  • SiriusXM made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #2431 holding.
  • Blue Trust Inc first reported a position in SiriusXM in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's SiriusXM position peaked at $52.2K in Q4 2024.
  • 105 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.