Larson Financial Group
SIRI icon

Larson Financial Group’s SiriusXM SIRI Stock Holding History

Larson Financial Group’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 		$10.8K Buy
417
+22
+6% +$641 ﹤0.01% 2471
2026
Q2 		$11.7K Buy
395
+170
+76% +$4.57K ﹤0.01% 2310
2026
Q1 		$5.2K Sell
225
-20
-8% -$430 ﹤0.01% 2592
2025
Q4 		$4.89K Sell
245
-32
-12% -$688 ﹤0.01% 2469
2025
Q3 		$6.45K Buy
277
+62
+29% +$1.43K ﹤0.01% 2251
2025
Q2 		$4.93K Buy
215
+72
+50% +$1.55K ﹤0.01% 2074
2025
Q1 		$3.22K Sell
143
-3,045
-96% -$71.7K ﹤0.01% 2012
2024
Q4 		$72.7K Buy
3,188
+1
+0% +$26 ﹤0.01% 793
2024
Q3 		$75.4K Buy
3,187
+3,054
+2,296% +$94.8K ﹤0.01% 792
2024
Q2 		$3.76K Buy
133
+1
+0.8% +$30 ﹤0.01% 1496
2024
Q1 		$5.11K Buy
132
+1
+0.8% +$48 ﹤0.01% 1200
2023
Q4 		$7.16K Buy
131
+1
+0.8% +$48 ﹤0.01% 1100
2023
Q3 		$5.88K Hold
130
– – ﹤0.01% 1128
2023
Q2 		$5.86K Buy
130
+1
+0.8% +$38 ﹤0.01% 1054
2023
Q1 		$5.1K Buy
129
+1
+0.8% +$48 ﹤0.01% 1080
2022
Q4 		$7.47K Buy
128
+1
+0.8% +$61 ﹤0.01% 944
2022
Q3 		$7K Hold
127
– – ﹤0.01% 891
2022
Q2 		$8K Buy
127
+125
+6,250% +$7.76K ﹤0.01% 790
2022
Q1 		$0 Buy
2
+1
+100% +$63 ﹤0.01% 1149
2021
Q4 		$0 Hold
1
– – ﹤0.01% 1164
2021
Q3 		$0 Hold
1
– – ﹤0.01% 941
2021
Q2 		$0 Hold
1
– – ﹤0.01% 928
2021
Q1 		$0 Buy
+1
New +$61 ﹤0.01% 923
2019
Q3 		– Sell
-84
Closed -$5K – 616
2019
Q2 		$5K Hold
84
– – ﹤0.01% 319
2019
Q1 		$5K Hold
84
– – ﹤0.01% 300
2018
Q4 		$5K Buy
+84
New +$5.11K ﹤0.01% 280

Other funds holding SIRI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Check Capital Management
Check Capital Management Costa Mesa, California $3.7B AUM 3.56% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Larson Financial Group's SIRI Position: Q3 2026 in Review

Larson Financial Group increased its SiriusXM (SIRI) stake by 5.6% in Q3 2026, buying an estimated $641 and bringing the position to 417 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2471.

Larson Financial Group first reported a position in SIRI in Q4 2018 and has held it in 26 quarters since. The position peaked at $75.4K in Q3 2024. 328 funds tracked by Wall St. Rank hold SIRI as of Q3 2026.

  • Larson Financial Group held 417 shares of SiriusXM worth $10.8K as of Q3 2026.
  • Larson Financial Group bought 22 SiriusXM shares in Q3 2026, an estimated $641.
  • SiriusXM made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2471 holding.
  • Larson Financial Group first reported a position in SiriusXM in Q4 2018 and has held it in 26 quarters since.
  • Larson Financial Group's SiriusXM position peaked at $75.4K in Q3 2024.
  • 328 funds tracked by Wall St. Rank held SiriusXM as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.