KWA
SIRI icon

Kingswood Wealth Advisors’s SiriusXM SIRI Stock Holding History

Kingswood Wealth Advisors’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 		$353K Buy
11,942
+29
+0.2% +$779 0.01% 719
2026
Q1 		$275K Buy
11,913
+751
+7% +$16.1K 0.01% 747
2025
Q4 		$223K Buy
11,162
+1,310
+13% +$28.2K 0.01% 781
2025
Q3 		$229K Buy
+9,852
New +$228K 0.01% 720
2024
Q2 		– Sell
-1,120
Closed -$43.5K – 703
2024
Q1 		$43.5K Hold
1,120
– – 0.01% 610
2023
Q4 		$61.3K Buy
+1,120
New +$53.8K 0.01% 620

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

Kingswood Wealth Advisors's SIRI Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its SiriusXM (SIRI) stake by 0.24% in Q2 2026, buying an estimated $779 and bringing the position to 11,942 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #719.

Kingswood Wealth Advisors first reported a position in SIRI in Q4 2023 and has held it in 6 quarters since. 598 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • Kingswood Wealth Advisors held 11,942 shares of SiriusXM worth $353K as of Q2 2026.
  • Kingswood Wealth Advisors bought 29 SiriusXM shares in Q2 2026, an estimated $779.
  • SiriusXM made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #719 holding.
  • Kingswood Wealth Advisors first reported a position in SiriusXM in Q4 2023 and has held it in 6 quarters since.
  • 598 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.