N.E.W. Advisory Services’s SiriusXM SIRI Stock Holding History

N.E.W. Advisory Services’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	$827	Hold	28	–	–	﹤0.01%	940
2026 Q1	$646	Sell	28 -7,624	-100%	-$164K	﹤0.01%	898
2025 Q4	$153K	Buy	7,652 +98	+1%	+$2.11K	0.01%	234
2025 Q3	$176K	Sell	7,554 -3,917	-34%	-$90.6K	0.02%	197
2025 Q2	$263K	Buy	11,471 +5,334	+87%	+$115K	0.03%	160
2025 Q1	$138K	Buy	+6,137	New	+$145K	0.01%	241

Other funds holding SIRI

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

N.E.W. Advisory Services's SIRI Position: Q2 2026 in Review

N.E.W. Advisory Services held its SiriusXM (SIRI) position steady in Q2 2026 at 28 shares worth $827. The position accounts for ﹤0.01% of the portfolio, ranked #940.

N.E.W. Advisory Services first reported a position in SIRI in Q1 2025 and has held it in 6 quarters since. The position peaked at $263K in Q2 2025. 356 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

N.E.W. Advisory Services held 28 shares of SiriusXM worth $827 as of Q2 2026.
N.E.W. Advisory Services left its SiriusXM share count unchanged in Q2 2026.
SiriusXM made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #940 holding.
N.E.W. Advisory Services first reported a position in SiriusXM in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's SiriusXM position peaked at $263K in Q2 2025.
356 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.