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EverSource Wealth Advisors’s SiriusXM SIRI Stock Holding History

EverSource Wealth Advisors’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 		$112K Sell
3,793
-165
-4% -$4.43K ﹤0.01% 1321
2026
Q1 		$91.3K Buy
3,958
+1,947
+97% +$41.8K ﹤0.01% 1487
2025
Q4 		$40.2K Sell
2,011
-3,412
-63% -$73.3K ﹤0.01% 1898
2025
Q3 		$126K Sell
5,423
-527
-9% -$12.2K 0.01% 1156
2025
Q2 		$137K Buy
5,950
+4,076
+218% +$87.7K 0.01% 1041
2025
Q1 		$42.3K Buy
1,874
+788
+73% +$18.6K ﹤0.01% 1314
2024
Q4 		$24.8K Buy
1,086
+262
+32% +$6.68K ﹤0.01% 1509
2024
Q3 		$19.5K Buy
824
+501
+155% +$15.6K ﹤0.01% 1505
2024
Q2 		$11.2K Buy
323
+130
+67% +$3.88K ﹤0.01% 1797
2024
Q1 		$5.67K Sell
193
-102
-35% -$4.85K ﹤0.01% 1988
2023
Q4 		$16.1K Buy
295
+30
+11% +$1.44K ﹤0.01% 1338
2023
Q3 		$12K Sell
265
-50
-16% -$2.32K ﹤0.01% 1350
2023
Q2 		$14.3K Buy
315
+50
+19% +$1.89K ﹤0.01% 1290
2023
Q1 		$10.5K Hold
265
– – ﹤0.01% 1331
2022
Q4 		$15.5K Buy
+265
New +$16.3K ﹤0.01% 1156

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
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
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
TL
TowerView LLC New York $152M AUM 20.28% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

EverSource Wealth Advisors's SIRI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its SiriusXM (SIRI) stake by 4.2% in Q2 2026, selling an estimated $4.43K and leaving 3,793 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #1321.

EverSource Wealth Advisors first reported a position in SIRI in Q4 2022 and has held it in 15 quarters since. The position peaked at $137K in Q2 2025. 254 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • EverSource Wealth Advisors held 3,793 shares of SiriusXM worth $112K as of Q2 2026.
  • EverSource Wealth Advisors sold 165 SiriusXM shares in Q2 2026, an estimated $4.43K.
  • SiriusXM made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1321 holding.
  • EverSource Wealth Advisors first reported a position in SiriusXM in Q4 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's SiriusXM position peaked at $137K in Q2 2025.
  • 254 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.