Caldwell Sutter Capital
SIRI icon

Caldwell Sutter Capital’s SiriusXM SIRI Stock Holding History

Caldwell Sutter Capital’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
Q3 		$1.68K Hold
65
– – ﹤0.01% 844
2026
Q2 		$1.92K Hold
65
– – ﹤0.01% 808
2026
Q1 		$1.5K Hold
65
– – ﹤0.01% 785
2025
Q4 		$1.3K Hold
65
– – ﹤0.01% 785
2025
Q3 		$1.51K Hold
65
– – ﹤0.01% 767
2025
Q2 		$1.49K Hold
65
– – ﹤0.01% 746
2025
Q1 		$1.46K Buy
+65
New +$1.53K ﹤0.01% 765
2024
Q3 		– Hold
0
– -$3 – 926
2024
Q2 		– Hold
0
– – – 919
2024
Q1 		– Hold
0
– – – 916
2023
Q4 		– Hold
0
– – – 950
2023
Q3 		– Hold
0
– – – 884

Other funds holding SIRI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Check Capital Management
Check Capital Management Costa Mesa, California $3.7B AUM 3.56% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Caldwell Sutter Capital's SIRI Position: Q3 2026 in Review

Caldwell Sutter Capital held its SiriusXM (SIRI) position steady in Q3 2026 at 65 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #844.

Caldwell Sutter Capital first reported a position in SIRI in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.92K in Q2 2026. 322 funds tracked by Wall St. Rank hold SIRI as of Q3 2026.

  • Caldwell Sutter Capital held 65 shares of SiriusXM worth $1.68K as of Q3 2026.
  • Caldwell Sutter Capital left its SiriusXM share count unchanged in Q3 2026.
  • SiriusXM made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q3 2026, its #844 holding.
  • Caldwell Sutter Capital first reported a position in SiriusXM in Q1 2025 and has held it in 7 quarters since.
  • Caldwell Sutter Capital's SiriusXM position peaked at $1.92K in Q2 2026.
  • 322 funds tracked by Wall St. Rank held SiriusXM as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.