McClarren Financial Advisors’s SiriusXM SIRI Stock Holding History

McClarren Financial 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
2025 Q2	–	Sell	-45	Closed	-$1K	–	258
2025 Q1	$1K	Buy	+45	New	+$1.06K	﹤0.01%	271
2024 Q4	–	Sell	-23	Closed	–	–	295
2024 Q3	$0	Buy	+23	New	+$714	﹤0.01%	339
2024 Q2	–	Hold	0	–	–	–	296
2024 Q1	–	Sell	-36	Closed	-$2K	–	417
2023 Q4	$2K	Buy	36 +1	+3%	+$48	﹤0.01%	326
2023 Q3	$1K	Hold	35	–	–	﹤0.01%	314
2023 Q2	$1K	Hold	35	–	–	﹤0.01%	319
2023 Q1	$1K	Hold	35	–	–	﹤0.01%	311
2022 Q4	$2K	Hold	35	–	–	﹤0.01%	301
2022 Q3	$1K	Buy	+35	New	+$2.2K	﹤0.01%	293
2022 Q2	–	Sell	-34	Closed	-$2K	–	225
2022 Q1	$2K	Buy	34 +1	+3%	+$63	﹤0.01%	256
2021 Q4	$3K	Hold	33	–	–	﹤0.01%	284
2021 Q3	$2K	Hold	33	–	–	﹤0.01%	262
2021 Q2	$2K	Hold	33	–	–	﹤0.01%	283
2021 Q1	$2K	Hold	33	–	–	﹤0.01%	241
2020 Q4	$2K	Buy	+33	New	+$2.03K	﹤0.01%	207

Other funds holding SIRI

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

KCMH

Kontiki Capital Management (HK) Hong Kong $1.52B AUM 10.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

McClarren Financial Advisors's SIRI Position: Q2 2025 in Review

McClarren Financial Advisors sold out of SiriusXM (SIRI) in Q2 2025, closing a stake of 45 shares — an estimated $1K sold.

McClarren Financial Advisors first reported a position in SIRI in Q4 2020 and held it in 14 quarters. The position peaked at $3K in Q4 2021. 550 funds tracked by Wall St. Rank hold SIRI as of Q2 2025.

McClarren Financial Advisors reported no remaining SiriusXM position as of Q2 2025 after selling out during the quarter.
McClarren Financial Advisors sold 45 SiriusXM shares in Q2 2025, an estimated $1K.
McClarren Financial Advisors first reported a position in SiriusXM in Q4 2020 and held it in 14 quarters.
McClarren Financial Advisors's SiriusXM position peaked at $3K in Q4 2021.
550 funds tracked by Wall St. Rank held SiriusXM as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.