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 Q3	$1K	Sell	25 -50	-67%	-$1.46K	﹤0.01%	1651
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

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Inlight Wealth Management Atlanta, Georgia $350M AUM 17.84% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Aire Advisors Beverly Hills, California $616M AUM 15.62% 1-Year Est. Return

CX Institutional's SIRI Position: Q3 2026 in Review

CX Institutional reduced its SiriusXM (SIRI) stake by 67% in Q3 2026, selling an estimated $1.46K and leaving 25 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1651.

CX Institutional first reported a position in SIRI in Q2 2020 and has held it in 10 quarters since. The position peaked at $5.06M in Q2 2025. 116 funds tracked by Wall St. Rank hold SIRI as of Q3 2026.

CX Institutional held 25 shares of SiriusXM worth $1K as of Q3 2026.
CX Institutional sold 50 SiriusXM shares in Q3 2026, an estimated $1.46K.
SiriusXM made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1651 holding.
CX Institutional first reported a position in SiriusXM in Q2 2020 and has held it in 10 quarters since.
CX Institutional's SiriusXM position peaked at $5.06M in Q2 2025.
116 funds tracked by Wall St. Rank held SiriusXM as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.