MBL Wealth’s SiriusXM SIRI Stock Holding History

MBL Wealth’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
2025 Q2	–	Sell	-9,940	Closed	-$224K	–	252
2025 Q1	$224K	Hold	9,940	–	–	0.02%	217
2024 Q4	$227K	Buy	+9,940	New	+$253K	0.02%	204

Other funds holding SIRI

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KCMH

Kontiki Capital Management (HK) Hong Kong $1.43B AUM 9.81% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

MBL Wealth's SIRI Position: Q2 2025 in Review

MBL Wealth sold out of SiriusXM (SIRI) in Q2 2025, closing a stake of 9,940 shares — an estimated $224K sold.

MBL Wealth first reported a position in SIRI in Q4 2024 and held it in 2 quarters. The position peaked at $227K in Q4 2024. 549 funds tracked by Wall St. Rank hold SIRI as of Q2 2025.

MBL Wealth reported no remaining SiriusXM position as of Q2 2025 after selling out during the quarter.
MBL Wealth sold 9,940 SiriusXM shares in Q2 2025, an estimated $224K.
MBL Wealth first reported a position in SiriusXM in Q4 2024 and held it in 2 quarters.
MBL Wealth's SiriusXM position peaked at $227K in Q4 2024.
549 funds tracked by Wall St. Rank held SiriusXM as of Q2 2025.

Based on MBL Wealth's 13F filing for Q2 2025, filed 22 Jul 2025.