Golden State Wealth Management’s SiriusXM SIRI Stock Holding History

Golden State Wealth Management’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	$30.2K	Buy	1,020 +5	+0.5%	+$134	﹤0.01%	860
2026 Q1	$23.4K	Buy	1,015 +6	+0.6%	+$129	﹤0.01%	879
2025 Q4	$20.2K	Buy	1,009 +110	+12%	+$2.36K	﹤0.01%	918
2025 Q3	$20.9K	Sell	899 -20	-2%	-$463	﹤0.01%	907
2025 Q2	$21.1K	Sell	919 -61	-6%	-$1.31K	﹤0.01%	872
2025 Q1	$22.1K	Buy	980 +920	+1,533%	+$21.7K	﹤0.01%	777
2024 Q4	$1.39K	Buy	+60	New	+$1.53K	﹤0.01%	1306
2020 Q4	–	Sell	-100	Closed	-$5K	–	387
2020 Q3	$5K	Sell	100 -1,018	-91%	-$58.4K	﹤0.01%	418
2020 Q2	$66K	Buy	1,118 +1,018	+1,018%	+$57K	0.02%	239
2020 Q1	$5K	Buy	+100	New	+$6.54K	﹤0.01%	750
2019 Q4	–	Sell	-104	Closed	-$6K	–	771
2019 Q3	$6K	Hold	104	–	–	﹤0.01%	835
2019 Q2	$5K	Hold	104	–	–	﹤0.01%	880
2019 Q1	$6K	Buy	+104	New	+$6.2K	﹤0.01%	876

Other funds holding SIRI

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

KCMH

Kontiki Capital Management (HK) Hong Kong $1.52B AUM 10.48% 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

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Golden State Wealth Management's SIRI Position: Q2 2026 in Review

Golden State Wealth Management increased its SiriusXM (SIRI) stake by 0.49% in Q2 2026, buying an estimated $134 and bringing the position to 1,020 shares worth $30.2K. The position accounts for ﹤0.01% of the portfolio, ranked #860.

Golden State Wealth Management first reported a position in SIRI in Q1 2019 and has held it in 13 quarters since. The position peaked at $66K in Q2 2020. 600 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

Golden State Wealth Management held 1,020 shares of SiriusXM worth $30.2K as of Q2 2026.
Golden State Wealth Management bought 5 SiriusXM shares in Q2 2026, an estimated $134.
SiriusXM made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #860 holding.
Golden State Wealth Management first reported a position in SiriusXM in Q1 2019 and has held it in 13 quarters since.
Golden State Wealth Management's SiriusXM position peaked at $66K in Q2 2020.
600 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.