Krilogy Financial
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Krilogy Financial’s SiriusXM SIRI Stock Holding History

Krilogy Financial’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 		$1.44M Sell
54,262
-7,696
-12% -$224K 0.04% 325
2026
Q2 		$1.83M Sell
61,958
-196
-0.3% -$5.27K 0.05% 258
2026
Q1 		$1.54M Buy
62,154
+8,582
+16% +$184K 0.05% 258
2025
Q4 		$1.1M Buy
53,572
+577
+1% +$12.4K 0.04% 338
2025
Q3 		$1.17M Buy
52,995
+20,723
+64% +$479K 0.04% 308
2025
Q2 		$741K Buy
32,272
+16,293
+102% +$351K 0.04% 199
2025
Q1 		$360K Sell
15,979
-8,439
-35% -$199K 0.02% 209
2024
Q4 		$557K Buy
+24,418
New +$623K 0.04% 194
2021
Q2 		– Sell
-2,292
Closed -$140K – 277
2021
Q1 		$140K Sell
2,292
-6,098
-73% -$372K 0.01% 260
2020
Q4 		$534K Buy
8,390
+382
+5% +$23.5K 0.06% 171
2020
Q3 		$429K Sell
8,008
-679
-8% -$38.9K 0.06% 175
2020
Q2 		$510K Sell
8,687
-1,314
-13% -$73.6K 0.08% 152
2020
Q1 		$494K Buy
+10,001
New +$654K 0.09% 123
2018
Q4 		– Sell
-100
Closed -$6K – 570
2018
Q3 		$6K Buy
+100
New +$6.96K ﹤0.01% 606
2018
Q2 		– Sell
-100
Closed -$6K – 539
2018
Q1 		$6K Hold
100
– – ﹤0.01% 585
2017
Q4 		$5K Hold
100
– – ﹤0.01% 605
2017
Q3 		$6K Hold
100
– – ﹤0.01% 633
2017
Q2 		$5K Hold
100
– – ﹤0.01% 596
2017
Q1 		$4K Hold
100
– – ﹤0.01% 602
2016
Q4 		$4K Hold
100
– – ﹤0.01% 602
2016
Q3 		$4K Hold
100
– – ﹤0.01% 623
2016
Q2 		$4K Hold
100
– – ﹤0.01% 630
2016
Q1 		$4K Hold
100
– – ﹤0.01% 559
2015
Q4 		$4K Hold
100
– – ﹤0.01% 337
2015
Q3 		$4K Buy
+100
New +$3.83K ﹤0.01% 490

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IFP Advisors
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Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Inlight Wealth Management
Inlight Wealth Management Atlanta, Georgia $350M AUM 17.84% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Aire Advisors
Aire Advisors Beverly Hills, California $616M AUM 15.62% 1-Year Est. Return

Krilogy Financial's SIRI Position: Q3 2026 in Review

Krilogy Financial reduced its SiriusXM (SIRI) stake by 12% in Q3 2026, selling an estimated $224K and leaving 54,262 shares worth $1.44M. The position accounts for 0.04% of the portfolio, ranked #325.

Krilogy Financial first reported a position in SIRI in Q3 2015 and has held it in 25 quarters since. The position peaked at $1.83M in Q2 2026. 116 funds tracked by Wall St. Rank hold SIRI as of Q3 2026.

  • Krilogy Financial held 54,262 shares of SiriusXM worth $1.44M as of Q3 2026.
  • Krilogy Financial sold 7,696 SiriusXM shares in Q3 2026, an estimated $224K.
  • SiriusXM made up 0.04% of Krilogy Financial's portfolio in Q3 2026, its #325 holding.
  • Krilogy Financial first reported a position in SiriusXM in Q3 2015 and has held it in 25 quarters since.
  • Krilogy Financial's SiriusXM position peaked at $1.83M in Q2 2026.
  • 116 funds tracked by Wall St. Rank held SiriusXM as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.