Capital Advisors Ltd’s SiriusXM SIRI Stock Holding History

Capital Advisors Ltd’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	$4K	Hold	135	–	–	﹤0.01%	1017
2026 Q1	$3K	Hold	135	–	–	﹤0.01%	1056
2025 Q4	$3K	Hold	135	–	–	﹤0.01%	1036
2025 Q3	$3K	Hold	135	–	–	﹤0.01%	1023
2025 Q2	$3K	Buy	135 +20	+17%	+$430	﹤0.01%	1017
2025 Q1	$3K	Sell	115 -13	-10%	-$306	﹤0.01%	1005
2024 Q4	$3K	Sell	128 -66	-34%	-$1.68K	﹤0.01%	1027
2024 Q3	$5K	Buy	194 +160	+471%	+$4.97K	﹤0.01%	928
2024 Q2	$1K	Buy	+34	New	+$1.02K	﹤0.01%	1288
2023 Q1	–	Sell	-128	Closed	–	–	1521
2022 Q4	$0	Buy	128 +62	+94%	+$3.81K	﹤0.01%	1595
2022 Q3	$4K	Buy	66 +56	+560%	+$3.52K	﹤0.01%	700
2022 Q2	$1K	Buy	+10	New	+$621	﹤0.01%	880

Other funds holding SIRI

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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, Massachusetts $113B AUM 38.87% 1-Year Est. Return

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Capital Advisors Ltd's SIRI Position: Q2 2026 in Review

Capital Advisors Ltd held its SiriusXM (SIRI) position steady in Q2 2026 at 135 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

Capital Advisors Ltd first reported a position in SIRI in Q2 2022 and has held it in 12 quarters since. The position peaked at $5K in Q3 2024. 598 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

Capital Advisors Ltd held 135 shares of SiriusXM worth $4K as of Q2 2026.
Capital Advisors Ltd left its SiriusXM share count unchanged in Q2 2026.
SiriusXM made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1017 holding.
Capital Advisors Ltd first reported a position in SiriusXM in Q2 2022 and has held it in 12 quarters since.
Capital Advisors Ltd's SiriusXM position peaked at $5K in Q3 2024.
598 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.