KF
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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
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

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

Krilogy Financial's SIRI Position: Q2 2026 in Review

Krilogy Financial reduced its SiriusXM (SIRI) stake by 0.32% in Q2 2026, selling an estimated $5.27K and leaving 61,958 shares worth $1.83M. The position accounts for 0.05% of the portfolio, ranked #258.

Krilogy Financial first reported a position in SIRI in Q3 2015 and has held it in 24 quarters since. 600 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • Krilogy Financial held 61,958 shares of SiriusXM worth $1.83M as of Q2 2026.
  • Krilogy Financial sold 196 SiriusXM shares in Q2 2026, an estimated $5.27K.
  • SiriusXM made up 0.05% of Krilogy Financial's portfolio in Q2 2026, its #258 holding.
  • Krilogy Financial first reported a position in SiriusXM in Q3 2015 and has held it in 24 quarters since.
  • 600 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.