CX Institutional’s SiriusXM SIRI Stock Holding History

CX Institutional’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	$2K	Hold	75	–	–	﹤0.01%	1486
2026 Q1	$2K	Sell	75 -106	-59%	-$2.28K	﹤0.01%	1467
2025 Q4	$4K	Sell	181 -836	-82%	-$18K	﹤0.01%	1302
2025 Q3	$24K	Sell	1,017 -219,354	-100%	-$5.07M	﹤0.01%	1066
2025 Q2	$5.06M	Buy	220,371 +81,722	+59%	+$1.76M	0.18%	136
2025 Q1	$3.13M	Buy	138,649 +138,601	+288,752%	+$3.26M	0.12%	148
2024 Q4	$1.11K	Buy	+48	New	+$1.22K	﹤0.01%	534
2020 Q4	–	Sell	-230	Closed	-$12K	–	908
2020 Q3	$12K	Hold	230	–	–	﹤0.01%	644
2020 Q2	$14K	Buy	+230	New	+$12.9K	﹤0.01%	514

Other funds holding SIRI

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

RHDIC

R.H. Dinel Investment Counsel Los Angeles, California $130M AUM 5.64% 1-Year Est. Return

GWMI

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

CX Institutional's SIRI Position: Q2 2026 in Review

CX Institutional held its SiriusXM (SIRI) position steady in Q2 2026 at 75 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1486.

CX Institutional first reported a position in SIRI in Q2 2020 and has held it in 9 quarters since. The position peaked at $5.06M in Q2 2025. 59 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

CX Institutional held 75 shares of SiriusXM worth $2K as of Q2 2026.
CX Institutional left its SiriusXM share count unchanged in Q2 2026.
SiriusXM made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1486 holding.
CX Institutional first reported a position in SiriusXM in Q2 2020 and has held it in 9 quarters since.
CX Institutional's SiriusXM position peaked at $5.06M in Q2 2025.
59 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.