Holistic Financial Partners’s SiriusXM SIRI Stock Holding History

Holistic Financial Partners’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	$235K	Buy	+7,943	New	+$213K	0.14%	102

Other funds holding SIRI

Hi-Line Capital Management Watertown, South Dakota $355M AUM 16.76% 1-Year Est. Return

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Holistic Financial Partners's SIRI Position: Q2 2026 in Review

Holistic Financial Partners opened a new position in SiriusXM (SIRI) in Q2 2026: 7,943 shares worth $235K. The stake represents 0.14% of the portfolio and ranks #102 among its holdings.

163 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

Holistic Financial Partners held 7,943 shares of SiriusXM worth $235K as of Q2 2026.
SiriusXM was a new Holistic Financial Partners position in Q2 2026.
SiriusXM made up 0.14% of Holistic Financial Partners's portfolio in Q2 2026, its #102 holding.
163 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.