KAS
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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
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

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

Kestra Advisory Services's SIRI Position: Q2 2026 in Review

Kestra Advisory Services reduced its SiriusXM (SIRI) stake by 20% in Q2 2026, selling an estimated $73.4K and leaving 10,617 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #2723.

Kestra Advisory Services first reported a position in SIRI in Q3 2020 and has held it in 21 quarters since. The position peaked at $681K in Q4 2022. 601 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • Kestra Advisory Services held 10,617 shares of SiriusXM worth $314K as of Q2 2026.
  • Kestra Advisory Services sold 2,733 SiriusXM shares in Q2 2026, an estimated $73.4K.
  • SiriusXM made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2723 holding.
  • Kestra Advisory Services first reported a position in SiriusXM in Q3 2020 and has held it in 21 quarters since.
  • Kestra Advisory Services's SiriusXM position peaked at $681K in Q4 2022.
  • 601 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.