Farther Finance Advisors’s SiriusXM SIRI Stock Holding History

Farther Finance 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 Q1	$245K	Buy	10,445 +563	+6%	+$12.1K	﹤0.01%	1884
2025 Q4	$198K	Sell	9,882 -596	-6%	-$12.8K	﹤0.01%	1918
2025 Q3	$244K	Sell	10,478 -2,690	-20%	-$62.2K	﹤0.01%	1503
2025 Q2	$302K	Sell	13,168 -907	-6%	-$19.5K	0.01%	1189
2025 Q1	$309K	Buy	14,075 +11,233	+395%	+$265K	0.01%	1022
2024 Q4	$64.8K	Buy	+2,842	New	+$72.5K	﹤0.01%	1523
2024 Q3	–	Sell	-917	Closed	-$26.4K	–	4127
2024 Q2	$26.4K	Buy	917 +864	+1,630%	+$25.8K	﹤0.01%	1676
2024 Q1	$2.02K	Buy	53 +2	+4%	+$95	﹤0.01%	2486
2023 Q4	$2.8K	Buy	51 +17	+50%	+$817	﹤0.01%	2279
2023 Q3	$1.53K	Buy	34 +20	+143%	+$930	﹤0.01%	1954
2023 Q2	$648	Sell	14 -5	-26%	-$189	﹤0.01%	2077
2023 Q1	$750	Sell	19 -13	-41%	-$623	﹤0.01%	1908
2022 Q4	$1.88K	Buy	+32	New	+$1.97K	﹤0.01%	1472

Other funds holding SIRI

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kontiki Capital Management (HK) Hong Kong $1.43B AUM 9.81% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return