Merit Financial Group’s SiriusXM SIRI Stock Holding History

Merit 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 Q2	$705K	Buy	23,856 +1,824	+8%	+$49K	﹤0.01%	1288
2026 Q1	$509K	Buy	22,032 +8,584	+64%	+$184K	﹤0.01%	1366
2025 Q4	$269K	Sell	13,448 -19,140	-59%	-$411K	﹤0.01%	1625
2025 Q3	$758K	Sell	32,588 -3,953	-11%	-$91.4K	0.01%	979
2025 Q2	$839K	Buy	36,541 +16,287	+80%	+$351K	0.01%	871
2025 Q1	$457K	Buy	20,254 +10,215	+102%	+$241K	0.01%	979
2024 Q4	$229K	Buy	+10,039	New	+$256K	﹤0.01%	1042
2024 Q3	–	Sell	-3,208	Closed	-$90.8K	–	939
2024 Q2	$90.8K	Buy	+3,208	New	+$95.8K	﹤0.01%	895

Other funds holding SIRI

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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, Massachusetts $113B AUM 38.87% 1-Year Est. Return

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Merit Financial Group's SIRI Position: Q2 2026 in Review

Merit Financial Group increased its SiriusXM (SIRI) stake by 8.3% in Q2 2026, buying an estimated $49K and bringing the position to 23,856 shares worth $705K. The position accounts for ﹤0.01% of the portfolio, ranked #1288.

Merit Financial Group first reported a position in SIRI in Q2 2024 and has held it in 8 quarters since. The position peaked at $839K in Q2 2025. 600 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

Merit Financial Group held 23,856 shares of SiriusXM worth $705K as of Q2 2026.
Merit Financial Group bought 1,824 SiriusXM shares in Q2 2026, an estimated $49K.
SiriusXM made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1288 holding.
Merit Financial Group first reported a position in SiriusXM in Q2 2024 and has held it in 8 quarters since.
Merit Financial Group's SiriusXM position peaked at $839K in Q2 2025.
600 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.