Capital Management’s SiriusXM SIRI Stock Holding History

Capital Management’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	$11.5M	Buy	444,919 +18,528	+4%	+$540K	1.73%	26
2026 Q2	$12.6M	Sell	426,391 -104,145	-20%	-$2.8M	1.89%	21
2026 Q1	$12.2M	Buy	530,536 +16,837	+3%	+$362K	2.09%	20
2025 Q4	$10.3M	Sell	513,699 -147,767	-22%	-$3.18M	1.68%	26
2025 Q3	$15.4M	Sell	661,466 -11,785	-2%	-$273K	2.42%	18
2025 Q2	$15.5M	Buy	673,251 +97,726	+17%	+$2.1M	2.63%	15
2025 Q1	$13M	Buy	575,525 +78,193	+16%	+$1.84M	2.25%	18
2024 Q4	$11.3M	Buy	+497,332	New	+$12.7M	2.03%	20

Other funds holding SIRI

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Associated Banc-Corp Green Bay, Wisconsin $4.24B AUM 23.62% 1-Year Est. Return

Capital Management's SIRI Position: Q3 2026 in Review

Capital Management increased its SiriusXM (SIRI) stake by 4.3% in Q3 2026, buying an estimated $540K and bringing the position to 444,919 shares worth $11.5M. The position accounts for 1.73% of the portfolio, ranked #26.

Capital Management first reported a position in SIRI in Q4 2024 and has held it in 8 quarters since. The position peaked at $15.5M in Q2 2025. 221 funds tracked by Wall St. Rank hold SIRI as of Q3 2026.

Capital Management held 444,919 shares of SiriusXM worth $11.5M as of Q3 2026.
Capital Management bought 18,528 SiriusXM shares in Q3 2026, an estimated $540K.
SiriusXM made up 1.73% of Capital Management's portfolio in Q3 2026, its #26 holding.
Capital Management first reported a position in SiriusXM in Q4 2024 and has held it in 8 quarters since.
Capital Management's SiriusXM position peaked at $15.5M in Q2 2025.
221 funds tracked by Wall St. Rank held SiriusXM as of Q3 2026.

Based on Capital Management's 13F filing for Q3 2026, filed 29 Oct 2026.