Center for Financial Planning’s SiriusXM SIRI Stock Holding History

Center for Financial Planning’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	$2.6K	Hold	88	–	–	﹤0.01%	574
2026 Q1	$2.03K	Hold	88	–	–	﹤0.01%	578
2025 Q4	$1.76K	Hold	88	–	–	﹤0.01%	615
2025 Q3	$2.05K	Hold	88	–	–	﹤0.01%	591
2025 Q2	$2.02K	Hold	88	–	–	﹤0.01%	558
2025 Q1	$1.98K	Hold	88	–	–	﹤0.01%	586
2024 Q4	$2.01K	Hold	88	–	–	﹤0.01%	538
2024 Q3	$2.08K	Buy	+88	New	+$2.73K	﹤0.01%	494
2021 Q4	–	Hold	0	–	–	–	562
2021 Q3	–	Hold	0	–	–	–	525
2021 Q1	–	Sell	-300	Closed	-$19K	–	538
2020 Q4	$19K	Hold	300	–	–	0.01%	289
2020 Q3	$16K	Hold	300	–	–	0.01%	279
2020 Q2	$18K	Hold	300	–	–	0.01%	271
2020 Q1	$15K	Hold	300	–	–	0.01%	282
2019 Q4	$21K	Buy	+300	New	+$20.2K	0.01%	259

Other funds holding SIRI

HLCM

Hi-Line Capital Management Watertown, South Dakota $355M AUM 16.76% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Center for Financial Planning's SIRI Position: Q2 2026 in Review

Center for Financial Planning held its SiriusXM (SIRI) position steady in Q2 2026 at 88 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Center for Financial Planning first reported a position in SIRI in Q4 2019 and has held it in 13 quarters since. The position peaked at $21K in Q4 2019. 136 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

Center for Financial Planning held 88 shares of SiriusXM worth $2.6K as of Q2 2026.
Center for Financial Planning left its SiriusXM share count unchanged in Q2 2026.
SiriusXM made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #574 holding.
Center for Financial Planning first reported a position in SiriusXM in Q4 2019 and has held it in 13 quarters since.
Center for Financial Planning's SiriusXM position peaked at $21K in Q4 2019.
136 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.