Jones Financial Companies
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Jones Financial Companies’s SiriusXM SIRI Stock Holding History

Jones Financial Companies’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 		$591K Sell
20,853
-1,127
-5% -$30.3K ﹤0.01% 2150
2026
Q1 		$502K Sell
21,980
-2,945
-12% -$63.3K ﹤0.01% 2043
2025
Q4 		$498K Sell
24,925
-1,769
-7% -$38K ﹤0.01% 1516
2025
Q3 		$606K Buy
26,694
+4,984
+23% +$115K ﹤0.01% 1320
2025
Q2 		$490K Buy
21,710
+3,664
+20% +$78.9K ﹤0.01% 1278
2025
Q1 		$411K Buy
18,046
+5,518
+44% +$130K ﹤0.01% 1211
2024
Q4 		$286K Buy
12,528
+8,232
+192% +$210K ﹤0.01% 1196
2024
Q3 		$105K Buy
4,296
+3,399
+379% +$106K ﹤0.01% 1385
2024
Q2 		$25.4K Buy
897
+872
+3,488% +$26K ﹤0.01% 1469
2024
Q1 		$970 Hold
25
– – ﹤0.01% 1307
2023
Q4 		$1.37K Buy
+25
New +$1.2K ﹤0.01% 939
2013
Q4 		– Sell
-300
Closed -$12K – 484
2013
Q3 		$12K Buy
+300
New +$11.2K ﹤0.01% 498

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

Jones Financial Companies's SIRI Position: Q2 2026 in Review

Jones Financial Companies reduced its SiriusXM (SIRI) stake by 5.1% in Q2 2026, selling an estimated $30.3K and leaving 20,853 shares worth $591K. The position accounts for ﹤0.01% of the portfolio, ranked #2150.

Jones Financial Companies first reported a position in SIRI in Q3 2013 and has held it in 12 quarters since. The position peaked at $606K in Q3 2025. 598 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • Jones Financial Companies held 20,853 shares of SiriusXM worth $591K as of Q2 2026.
  • Jones Financial Companies sold 1,127 SiriusXM shares in Q2 2026, an estimated $30.3K.
  • SiriusXM made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2150 holding.
  • Jones Financial Companies first reported a position in SiriusXM in Q3 2013 and has held it in 12 quarters since.
  • Jones Financial Companies's SiriusXM position peaked at $606K in Q3 2025.
  • 598 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.