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Congress Wealth Management’s SiriusXM SIRI Stock Holding History

Congress Wealth 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
2025
Q2 		$5.27M Buy
229,406
+115,320
+101% +$2.48M 0.05% 371
2025
Q1 		$2.57M Buy
114,086
+57,330
+101% +$1.35M 0.03% 444
2024
Q4 		$1.29M Buy
+56,756
New +$1.45M 0.02% 480

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KCMH
Kontiki Capital Management (HK) Hong Kong $1.52B AUM 10.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Congress Wealth Management's SIRI Position: Q2 2025 in Review

Congress Wealth Management increased its SiriusXM (SIRI) stake by 101% in Q2 2025, buying an estimated $2.48M and bringing the position to 229,406 shares worth $5.27M. The position accounts for 0.05% of the portfolio, ranked #371.

Congress Wealth Management first reported a position in SIRI in Q4 2024 and has held it in 3 quarters since. 550 funds tracked by Wall St. Rank hold SIRI as of Q2 2025.

  • Congress Wealth Management held 229,406 shares of SiriusXM worth $5.27M as of Q2 2025.
  • Congress Wealth Management bought 115,320 SiriusXM shares in Q2 2025, an estimated $2.48M.
  • SiriusXM made up 0.05% of Congress Wealth Management's portfolio in Q2 2025, its #371 holding.
  • Congress Wealth Management first reported a position in SiriusXM in Q4 2024 and has held it in 3 quarters since.
  • 550 funds tracked by Wall St. Rank held SiriusXM as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.