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
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 $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KCMH
Kontiki Capital Management (HK) Hong Kong $1.43B AUM 9.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $3.44B AUM 9.15% 1-Year Est. Return

J.W. Cole Advisors's SIRI Position: Q4 2025 in Review

J.W. Cole Advisors sold out of SiriusXM (SIRI) in Q4 2025, closing a stake of 9,506 shares — an estimated $221K sold.

J.W. Cole Advisors first reported a position in SIRI in Q4 2019 and held it in 22 quarters. The position peaked at $228K in Q2 2025. 513 funds tracked by Wall St. Rank hold SIRI as of Q4 2025.

  • J.W. Cole Advisors reported no remaining SiriusXM position as of Q4 2025 after selling out during the quarter.
  • J.W. Cole Advisors sold 9,506 SiriusXM shares in Q4 2025, an estimated $221K.
  • J.W. Cole Advisors first reported a position in SiriusXM in Q4 2019 and held it in 22 quarters.
  • J.W. Cole Advisors's SiriusXM position peaked at $228K in Q2 2025.
  • 513 funds tracked by Wall St. Rank held SiriusXM as of Q4 2025.

Based on J.W. Cole Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.