Key Financial Inc’s SiriusXM SIRI Stock Holding History

Key Financial Inc’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	$1.65K	Hold	56	–	–	﹤0.01%	1169
2026 Q1	$1.29K	Hold	56	–	–	﹤0.01%	1223
2025 Q4	$1.12K	Sell	56 -4	-7%	-$86	﹤0.01%	1240
2025 Q3	$1.36K	Hold	60	–	–	﹤0.01%	1237
2025 Q2	$1.38K	Buy	+60	New	+$1.29K	﹤0.01%	1234
2024 Q3	–	Sell	-202	Closed	-$5.71K	–	1363
2024 Q2	$5.71K	Hold	202	–	–	﹤0.01%	926
2024 Q1	$7.82K	Hold	202	–	–	﹤0.01%	822
2023 Q4	$11K	Hold	202	–	–	﹤0.01%	715
2023 Q3	$9.11K	Hold	202	–	–	﹤0.01%	743
2023 Q2	$9.13K	Hold	202	–	–	﹤0.01%	758
2023 Q1	$8K	Sell	202 -192	-49%	-$9.2K	﹤0.01%	720
2022 Q4	$22.5K	Hold	394	–	–	0.01%	475
2022 Q3	$23K	Hold	394	–	–	0.01%	477
2022 Q2	$24K	Hold	394	–	–	0.01%	474
2022 Q1	$26K	Hold	394	–	–	0.01%	461
2021 Q4	$25K	Buy	394 +200	+103%	+$12.5K	0.01%	452
2021 Q3	$12K	Hold	194	–	–	0.01%	549
2021 Q2	$13K	Hold	194	–	–	0.01%	528
2021 Q1	$12K	Buy	194 +40	+26%	+$2.44K	0.01%	464
2020 Q4	$10K	Buy	+154	New	+$9.46K	0.01%	465
2020 Q2	–	Sell	-154	Closed	-$7K	–	530
2020 Q1	$7K	Buy	+154	New	+$10.1K	0.01%	468

Other funds holding SIRI

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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, Massachusetts $113B AUM 38.87% 1-Year Est. Return

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Key Financial Inc's SIRI Position: Q2 2026 in Review

Key Financial Inc held its SiriusXM (SIRI) position steady in Q2 2026 at 56 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1169.

Key Financial Inc first reported a position in SIRI in Q1 2020 and has held it in 21 quarters since. The position peaked at $26K in Q1 2022. 601 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

Key Financial Inc held 56 shares of SiriusXM worth $1.65K as of Q2 2026.
Key Financial Inc left its SiriusXM share count unchanged in Q2 2026.
SiriusXM made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1169 holding.
Key Financial Inc first reported a position in SiriusXM in Q1 2020 and has held it in 21 quarters since.
Key Financial Inc's SiriusXM position peaked at $26K in Q1 2022.
601 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.