Cornerstone Planning Group
SIRI icon

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
Q3 		– Sell
-100
Closed -$2.98K – 1425
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

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
State of Alaska Department of Revenue
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IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Inlight Wealth Management
Inlight Wealth Management Atlanta, Georgia $350M AUM 17.84% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Aire Advisors
Aire Advisors Beverly Hills, California $616M AUM 15.62% 1-Year Est. Return

Cornerstone Planning Group's SIRI Position: Q3 2026 in Review

Cornerstone Planning Group sold out of SiriusXM (SIRI) in Q3 2026, closing a stake of 100 shares — an estimated $2.98K sold.

Cornerstone Planning Group first reported a position in SIRI in Q2 2023 and held it in 6 quarters. The position peaked at $2.98K in Q2 2026. 116 funds tracked by Wall St. Rank hold SIRI as of Q3 2026.

  • Cornerstone Planning Group reported no remaining SiriusXM position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 100 SiriusXM shares in Q3 2026, an estimated $2.98K.
  • Cornerstone Planning Group first reported a position in SiriusXM in Q2 2023 and held it in 6 quarters.
  • Cornerstone Planning Group's SiriusXM position peaked at $2.98K in Q2 2026.
  • 116 funds tracked by Wall St. Rank held SiriusXM as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.