Glass Jacobson Investment Advisors’s SiriusXM SIRI Stock Holding History

Glass Jacobson Investment 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	$1.77K	Hold	60	–	–	﹤0.01%	554
2026 Q1	$1.39K	Hold	60	–	–	﹤0.01%	552
2025 Q4	$1.2K	Hold	60	–	–	﹤0.01%	546
2025 Q3	$1.4K	Hold	60	–	–	﹤0.01%	539
2025 Q2	$1.38K	Hold	60	–	–	﹤0.01%	516
2025 Q1	$1.37K	Hold	60	–	–	﹤0.01%	780
2024 Q4	$1.37K	Hold	60	–	–	﹤0.01%	780
2024 Q3	$1.42K	Sell	60 -8	-12%	-$248	﹤0.01%	700
2024 Q2	$1.94K	Hold	68	–	–	﹤0.01%	681
2024 Q1	$2.65K	Hold	68	–	–	﹤0.01%	660
2023 Q4	$3.73K	Hold	68	–	–	﹤0.01%	613
2023 Q3	$3.08K	Hold	68	–	–	﹤0.01%	598
2023 Q2	$3.09K	Buy	+68	New	+$2.57K	﹤0.01%	608
2022 Q4	$3.98K	Buy	+68	New	+$4.18K	﹤0.01%	615

Other funds holding SIRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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, Massachusetts $113B AUM 38.87% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Glass Jacobson Investment Advisors's SIRI Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its SiriusXM (SIRI) position steady in Q2 2026 at 60 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Glass Jacobson Investment Advisors first reported a position in SIRI in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.98K in Q4 2022. 366 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

Glass Jacobson Investment Advisors held 60 shares of SiriusXM worth $1.77K as of Q2 2026.
Glass Jacobson Investment Advisors left its SiriusXM share count unchanged in Q2 2026.
SiriusXM made up ﹤0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #554 holding.
Glass Jacobson Investment Advisors first reported a position in SiriusXM in Q4 2022 and has held it in 14 quarters since.
Glass Jacobson Investment Advisors's SiriusXM position peaked at $3.98K in Q4 2022.
366 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.