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Cornerstone Planning Group’s SiriusXM SIRI Stock Holding History

Cornerstone Planning Group’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 		$2.98K Hold
100
– – ﹤0.01% 1218
2026
Q1 		$2.64K Buy
+100
New +$2.15K ﹤0.01% 1241
2024
Q2 		– Sell
-1
Closed -$35 – 1333
2024
Q1 		$35 Hold
1
– – ﹤0.01% 1067
2023
Q4 		$61 Hold
1
– – ﹤0.01% 920
2023
Q3 		$50 Hold
1
– – ﹤0.01% 1143
2023
Q2 		$50 Buy
+1
New +$38 ﹤0.01% 1552

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 $3.37T 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
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Cornerstone Planning Group's SIRI Position: Q2 2026 in Review

Cornerstone Planning Group held its SiriusXM (SIRI) position steady in Q2 2026 at 100 shares worth $2.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1218.

Cornerstone Planning Group first reported a position in SIRI in Q2 2023 and has held it in 6 quarters since. 600 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • Cornerstone Planning Group held 100 shares of SiriusXM worth $2.98K as of Q2 2026.
  • Cornerstone Planning Group left its SiriusXM share count unchanged in Q2 2026.
  • SiriusXM made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1218 holding.
  • Cornerstone Planning Group first reported a position in SiriusXM in Q2 2023 and has held it in 6 quarters since.
  • 600 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.