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COMPASS FINANCIAL MANAGEMENT LLC’s SiriusXM SIRI Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$4.53K Buy
+148
New +$3.98K ﹤0.01% 1203

Other funds holding SIRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
KCMH
Kontiki Capital Management (HK) Hong Kong $1.52B AUM 10.48% 1-Year Est. Return
State Street
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 Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

COMPASS FINANCIAL MANAGEMENT LLC's SIRI Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in SiriusXM (SIRI) in Q2 2026: 148 shares worth $4.53K. The stake represents ﹤0.01% of the portfolio and ranks #1203 among its holdings.

428 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 148 shares of SiriusXM worth $4.53K as of Q2 2026.
  • SiriusXM was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • SiriusXM made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1203 holding.
  • 428 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.