Caldwell Trust
SIRI icon

Caldwell Trust’s SiriusXM SIRI Stock Holding History

Caldwell Trust’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 		$2.59K Hold
100
– – ﹤0.01% 756
2026
Q2 		$2.95K Hold
100
– – ﹤0.01% 752
2026
Q1 		$2.31K Hold
100
– – ﹤0.01% 756
2025
Q4 		$2K Buy
+100
New +$2.15K ﹤0.01% 728

Other funds holding SIRI

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $668M AUM 8.93% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Caldwell Trust's SIRI Position: Q3 2026 in Review

Caldwell Trust held its SiriusXM (SIRI) position steady in Q3 2026 at 100 shares worth $2.59K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Caldwell Trust first reported a position in SIRI in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.95K in Q2 2026. 221 funds tracked by Wall St. Rank hold SIRI as of Q3 2026.

  • Caldwell Trust held 100 shares of SiriusXM worth $2.59K as of Q3 2026.
  • Caldwell Trust left its SiriusXM share count unchanged in Q3 2026.
  • SiriusXM made up ﹤0.01% of Caldwell Trust's portfolio in Q3 2026, its #756 holding.
  • Caldwell Trust first reported a position in SiriusXM in Q4 2025 and has held it in 4 quarters since.
  • Caldwell Trust's SiriusXM position peaked at $2.95K in Q2 2026.
  • 221 funds tracked by Wall St. Rank held SiriusXM as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.