Jones Financial Companies
SIRI icon

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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCMH
Kontiki Capital Management (HK) Hong Kong $1.43B AUM 9.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 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