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Costello Asset Management’s SiriusXM SIRI Stock Holding History

Costello Asset 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
2026
Q2 		$9.13K Hold
309
– – ﹤0.01% 508
2026
Q1 		$7.13K Hold
309
– – ﹤0.01% 517
2025
Q4 		$6.18K Hold
309
– – ﹤0.01% 527
2025
Q3 		$7.19K Hold
309
– – ﹤0.01% 500
2025
Q2 		$7.1K Hold
309
– – ﹤0.01% 514
2025
Q1 		$6.97K Buy
+309
New +$7.28K ﹤0.01% 495

Other funds holding SIRI

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
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
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
HLCM
Hi-Line Capital Management Watertown, South Dakota $355M AUM 16.76% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
SCI
S&CO Inc Boston, Massachusetts $1.73B AUM 26.69% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return

Costello Asset Management's SIRI Position: Q2 2026 in Review

Costello Asset Management held its SiriusXM (SIRI) position steady in Q2 2026 at 309 shares worth $9.13K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Costello Asset Management first reported a position in SIRI in Q1 2025 and has held it in 6 quarters since. 273 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • Costello Asset Management held 309 shares of SiriusXM worth $9.13K as of Q2 2026.
  • Costello Asset Management left its SiriusXM share count unchanged in Q2 2026.
  • SiriusXM made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #508 holding.
  • Costello Asset Management first reported a position in SiriusXM in Q1 2025 and has held it in 6 quarters since.
  • 273 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.