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HB Wealth Management’s SiriusXM SIRI Stock Holding History

HB 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 		$334K Buy
11,304
+1,035
+10% +$27.8K ﹤0.01% 1319
2026
Q1 		$237K Buy
+10,269
New +$221K ﹤0.01% 1349
2024
Q3 		– Sell
-1,207
Closed -$34.2K – 1009
2024
Q2 		$34.2K Sell
1,207
-262
-18% -$7.83K ﹤0.01% 914
2024
Q1 		$57K Sell
1,469
-467
-24% -$22.2K ﹤0.01% 829
2023
Q4 		$106K Buy
1,936
+462
+31% +$22.2K ﹤0.01% 764
2023
Q3 		$66.6K Buy
1,474
+316
+27% +$14.7K ﹤0.01% 746
2023
Q2 		$52.4K Buy
1,158
+61
+6% +$2.3K ﹤0.01% 717
2023
Q1 		$43.5K Buy
+1,097
New +$52.5K ﹤0.01% 704
2022
Q3 		– Sell
-1,016
Closed -$62K – 615
2022
Q2 		$62K Buy
+1,016
New +$63.1K ﹤0.01% 566

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 $552B AUM 44.19% 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
KCMH
Kontiki Capital Management (HK) Hong Kong $1.52B AUM 10.48% 1-Year Est. Return
State Street
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 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

HB Wealth Management's SIRI Position: Q2 2026 in Review

HB Wealth Management increased its SiriusXM (SIRI) stake by 10% in Q2 2026, buying an estimated $27.8K and bringing the position to 11,304 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

HB Wealth Management first reported a position in SIRI in Q2 2022 and has held it in 9 quarters since. 598 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • HB Wealth Management held 11,304 shares of SiriusXM worth $334K as of Q2 2026.
  • HB Wealth Management bought 1,035 SiriusXM shares in Q2 2026, an estimated $27.8K.
  • SiriusXM made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1319 holding.
  • HB Wealth Management first reported a position in SiriusXM in Q2 2022 and has held it in 9 quarters since.
  • 598 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.