BPI
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BFC Planning, Inc.’s SiriusXM SIRI Stock Holding History

BFC Planning, Inc.’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 		$10.2K Buy
345
+295
+590% +$7.93K ﹤0.01% 2364
2026
Q1 		$1.15K Buy
50
+13
+35% +$279 ﹤0.01% 2718
2025
Q4 		$740 Sell
37
-600
-94% -$12.9K ﹤0.01% 2855
2025
Q3 		$14.8K Hold
637
– – ﹤0.01% 1722
2025
Q2 		$14.6K Hold
637
– – ﹤0.01% 1636
2025
Q1 		$14.4K Buy
637
+150
+31% +$3.53K ﹤0.01% 1609
2024
Q4 		$11.1K Buy
+487
New +$12.4K ﹤0.01% 1723

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 $551B AUM 33.95% 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
Kontiki Capital Management (HK)
Kontiki Capital Management (HK) Hong Kong $1.52B AUM 10.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Check Capital Management
Check Capital Management Costa Mesa, California $3.7B AUM 3.56% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Gates Capital Management
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

BFC Planning, Inc.'s SIRI Position: Q2 2026 in Review

BFC Planning, Inc. increased its SiriusXM (SIRI) stake by 590% in Q2 2026, buying an estimated $7.93K and bringing the position to 345 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2364.

BFC Planning, Inc. first reported a position in SIRI in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.8K in Q3 2025. 606 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • BFC Planning, Inc. held 345 shares of SiriusXM worth $10.2K as of Q2 2026.
  • BFC Planning, Inc. bought 295 SiriusXM shares in Q2 2026, an estimated $7.93K.
  • SiriusXM made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2364 holding.
  • BFC Planning, Inc. first reported a position in SiriusXM in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s SiriusXM position peaked at $14.8K in Q3 2025.
  • 606 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.