CFP
SIRI icon

Comprehensive Financial Planning’s SiriusXM SIRI Stock Holding History

Comprehensive 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 		$7.98K Hold
270
– – ﹤0.01% 302
2026
Q1 		$6.23K Hold
270
– – ﹤0.01% 293
2025
Q4 		$5.4K Buy
270
+250
+1,250% +$5.37K ﹤0.01% 299
2025
Q3 		$466 Hold
20
– – ﹤0.01% 325
2025
Q2 		$459 Hold
20
– – ﹤0.01% 315
2025
Q1 		$450 Hold
20
– – ﹤0.01% 309
2024
Q4 		$456 Buy
+20
New +$510 ﹤0.01% 336

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Comprehensive Financial Planning's SIRI Position: Q2 2026 in Review

Comprehensive Financial Planning held its SiriusXM (SIRI) position steady in Q2 2026 at 270 shares worth $7.98K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

Comprehensive Financial Planning first reported a position in SIRI in Q4 2024 and has held it in 7 quarters since. 602 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • Comprehensive Financial Planning held 270 shares of SiriusXM worth $7.98K as of Q2 2026.
  • Comprehensive Financial Planning left its SiriusXM share count unchanged in Q2 2026.
  • SiriusXM made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #302 holding.
  • Comprehensive Financial Planning first reported a position in SiriusXM in Q4 2024 and has held it in 7 quarters since.
  • 602 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.