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Elevation Wealth Partners’s SiriusXM SIRI Stock Holding History

Elevation Wealth Partners’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 		$7.97K Hold
308
– – ﹤0.01% 973
2026
Q2 		$9.1K Buy
308
+67
+28% +$1.8K ﹤0.01% 833
2026
Q1 		$5.56K Buy
+241
New +$5.18K ﹤0.01% 676

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
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
RHDIC
R.H. Dinel Investment Counsel Los Angeles, California $142M AUM 15.9% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
BMCM
Burns Matteson Capital Management Corning, New York $289M AUM 39.67% 1-Year Est. Return

Elevation Wealth Partners's SIRI Position: Q3 2026 in Review

Elevation Wealth Partners held its SiriusXM (SIRI) position steady in Q3 2026 at 308 shares worth $7.97K. The position accounts for ﹤0.01% of the portfolio, ranked #973.

Elevation Wealth Partners first reported a position in SIRI in Q1 2026 and has held it in 3 quarters since. The position peaked at $9.1K in Q2 2026. 63 funds tracked by Wall St. Rank hold SIRI as of Q3 2026.

  • Elevation Wealth Partners held 308 shares of SiriusXM worth $7.97K as of Q3 2026.
  • Elevation Wealth Partners left its SiriusXM share count unchanged in Q3 2026.
  • SiriusXM made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #973 holding.
  • Elevation Wealth Partners first reported a position in SiriusXM in Q1 2026 and has held it in 3 quarters since.
  • Elevation Wealth Partners's SiriusXM position peaked at $9.1K in Q2 2026.
  • 63 funds tracked by Wall St. Rank held SiriusXM as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.