JWCA
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J.W. Cole Advisors’s SiriusXM SIRI Stock Holding History

J.W. Cole 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 		$254K Buy
+8,596
New +$231K ﹤0.01% 1368
2025
Q4 		– Sell
-9,506
Closed -$221K – 1580
2025
Q3 		$221K Sell
9,506
-428
-4% -$9.9K ﹤0.01% 1397
2025
Q2 		$228K Buy
9,934
+605
+6% +$13K ﹤0.01% 1294
2025
Q1 		$210K Buy
+9,329
New +$220K 0.01% 1128
2024
Q3 		– Sell
-2,514
Closed -$71.1K – 958
2024
Q2 		$71.1K Buy
2,514
+77
+3% +$2.3K ﹤0.01% 879
2024
Q1 		$94.6K Buy
2,437
+55
+2% +$2.62K ﹤0.01% 860
2023
Q4 		$130K Buy
2,382
+11
+0.5% +$528 0.01% 785
2023
Q3 		$107K Sell
2,371
-344
-13% -$16K 0.01% 709
2023
Q2 		$123K Buy
2,715
+14
+0.5% +$529 0.01% 728
2023
Q1 		$107K Buy
2,701
+10
+0.4% +$479 0.01% 751
2022
Q4 		$157K Sell
2,691
-280
-9% -$17.2K 0.01% 701
2022
Q3 		$170K Buy
2,971
+8
+0.3% +$503 0.01% 678
2022
Q2 		$182K Sell
2,963
-48
-2% -$2.98K 0.01% 682
2022
Q1 		$199K Buy
3,011
+95
+3% +$5.98K 0.01% 754
2021
Q4 		$185K Buy
2,916
+7
+0.2% +$438 0.01% 787
2021
Q3 		$177K Buy
2,909
+35
+1% +$2.2K 0.01% 454
2021
Q2 		$188K Sell
2,874
-321
-10% -$20.1K 0.01% 708
2021
Q1 		$195K Buy
3,195
+3
+0.1% +$183 0.02% 634
2020
Q4 		$203K Buy
3,192
+735
+30% +$45.1K 0.02% 591
2020
Q3 		$132K Sell
2,457
-649
-21% -$37.2K 0.01% 714
2020
Q2 		$182K Buy
3,106
+2,079
+202% +$117K 0.03% 280
2020
Q1 		$51K Sell
1,027
-1,856
-64% -$121K 0.1% 94
2019
Q4 		$206K Buy
+2,883
New +$194K 0.03% 522

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

J.W. Cole Advisors's SIRI Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in SiriusXM (SIRI) in Q2 2026: 8,596 shares worth $254K. The stake represents ﹤0.01% of the portfolio and ranks #1368 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in SIRI as recently as Q3 2025.

J.W. Cole Advisors first reported a position in SIRI in Q4 2019 and has held it in 23 quarters since. 600 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • J.W. Cole Advisors held 8,596 shares of SiriusXM worth $254K as of Q2 2026.
  • SiriusXM was a new J.W. Cole Advisors position in Q2 2026.
  • SiriusXM made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1368 holding.
  • J.W. Cole Advisors first reported a position in SiriusXM in Q4 2019 and has held it in 23 quarters since.
  • 600 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.