Kestra Advisory Services
SIRI icon

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
Q3 		$589K Buy
22,755
+12,138
+114% +$354K ﹤0.01% 2356
2026
Q2 		$314K Sell
10,617
-2,733
-20% -$73.4K ﹤0.01% 2723
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Check Capital Management
Check Capital Management Costa Mesa, California $3.7B AUM 3.56% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Kestra Advisory Services's SIRI Position: Q3 2026 in Review

Kestra Advisory Services increased its SiriusXM (SIRI) stake by 114% in Q3 2026, buying an estimated $354K and bringing the position to 22,755 shares worth $589K. The position accounts for ﹤0.01% of the portfolio, ranked #2356.

Kestra Advisory Services first reported a position in SIRI in Q3 2020 and has held it in 22 quarters since. The position peaked at $681K in Q4 2022. 320 funds tracked by Wall St. Rank hold SIRI as of Q3 2026.

  • Kestra Advisory Services held 22,755 shares of SiriusXM worth $589K as of Q3 2026.
  • Kestra Advisory Services bought 12,138 SiriusXM shares in Q3 2026, an estimated $354K.
  • SiriusXM made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2356 holding.
  • Kestra Advisory Services first reported a position in SiriusXM in Q3 2020 and has held it in 22 quarters since.
  • Kestra Advisory Services's SiriusXM position peaked at $681K in Q4 2022.
  • 320 funds tracked by Wall St. Rank held SiriusXM as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.