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Dogwood Wealth Management’s SiriusXM SIRI Stock Holding History

Dogwood Wealth 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 		$12.5K Hold
423
– – ﹤0.01% 338
2026
Q1 		$9.76K Hold
423
– – ﹤0.01% 350
2025
Q4 		$8.46K Buy
+423
New +$9.09K ﹤0.01% 323

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

Dogwood Wealth Management's SIRI Position: Q2 2026 in Review

Dogwood Wealth Management held its SiriusXM (SIRI) position steady in Q2 2026 at 423 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Dogwood Wealth Management first reported a position in SIRI in Q4 2025 and has held it in 3 quarters since. 598 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • Dogwood Wealth Management held 423 shares of SiriusXM worth $12.5K as of Q2 2026.
  • Dogwood Wealth Management left its SiriusXM share count unchanged in Q2 2026.
  • SiriusXM made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #338 holding.
  • Dogwood Wealth Management first reported a position in SiriusXM in Q4 2025 and has held it in 3 quarters since.
  • 598 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.