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Kestra Advisory Services’s SiriusXM SIRI Stock Holding History

Kestra Advisory Services’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 		$308K Buy
13,350
+3,629
+37% +$78K ﹤0.01% 2599
2025
Q4 		$194K Buy
9,721
+156
+2% +$3.35K ﹤0.01% 2910
2025
Q3 		$223K Sell
9,565
-1,328
-12% -$30.7K ﹤0.01% 2666
2025
Q2 		$250K Buy
+10,893
New +$234K ﹤0.01% 2502
2024
Q3 		– Sell
-2,931
Closed -$82.9K – 2714
2024
Q2 		$82.9K Sell
2,931
-703
-19% -$21K ﹤0.01% 2535
2024
Q1 		$141K Sell
3,634
-57
-2% -$2.71K ﹤0.01% 2337
2023
Q4 		$202K Sell
3,691
-56
-1% -$2.69K ﹤0.01% 2102
2023
Q3 		$169K Sell
3,747
-1,189
-24% -$55.3K ﹤0.01% 1951
2023
Q2 		$224K Buy
4,936
+223
+5% +$8.42K ﹤0.01% 1838
2023
Q1 		$187K Sell
4,713
-6,946
-60% -$333K ﹤0.01% 1862
2022
Q4 		$681K Buy
11,659
+915
+9% +$56.3K 0.01% 1231
2022
Q3 		$613K Buy
10,744
+596
+6% +$37.5K 0.01% 1203
2022
Q2 		$622K Buy
10,148
+6,051
+148% +$376K 0.01% 1190
2022
Q1 		$271K Buy
4,097
+23
+0.6% +$1.45K ﹤0.01% 1652
2021
Q4 		$259K Sell
4,074
-1,688
-29% -$106K ﹤0.01% 1702
2021
Q3 		$351K Buy
5,762
+1,787
+45% +$112K ﹤0.01% 1574
2021
Q2 		$260K Sell
3,975
-472
-11% -$29.6K ﹤0.01% 1664
2021
Q1 		$271K Sell
4,447
-884
-17% -$53.9K ﹤0.01% 1520
2020
Q4 		$342K Buy
5,331
+2,969
+126% +$182K ﹤0.01% 1406
2020
Q3 		$124K Buy
+2,362
New +$135K ﹤0.01% 1354

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $871B 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

Kestra Advisory Services's SIRI Position: Q1 2026 in Review

Kestra Advisory Services increased its SiriusXM (SIRI) stake by 37% in Q1 2026, buying an estimated $78K and bringing the position to 13,350 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #2599.

Kestra Advisory Services first reported a position in SIRI in Q3 2020 and has held it in 20 quarters since. The position peaked at $681K in Q4 2022. 559 funds tracked by Wall St. Rank hold SIRI as of Q1 2026.

  • Kestra Advisory Services held 13,350 shares of SiriusXM worth $308K as of Q1 2026.
  • Kestra Advisory Services bought 3,629 SiriusXM shares in Q1 2026, an estimated $78K.
  • SiriusXM made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2599 holding.
  • Kestra Advisory Services first reported a position in SiriusXM in Q3 2020 and has held it in 20 quarters since.
  • Kestra Advisory Services's SiriusXM position peaked at $681K in Q4 2022.
  • 559 funds tracked by Wall St. Rank held SiriusXM as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.