NWF Advisory Services’s SiriusXM SIRI Stock Holding History

NWF 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
2025 Q4	–	Sell	-8,735	Closed	-$203K	–	438
2025 Q3	$203K	Sell	8,735 -10	-0.1%	-$231	0.02%	374
2025 Q2	$201K	Buy	+8,745	New	+$188K	0.02%	382
2025 Q1	–	Sell	-9,378	Closed	-$214K	–	419
2024 Q4	$214K	Buy	+9,378	New	+$239K	0.03%	249

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

CCM

Check Capital Management Costa Mesa, California $3.44B AUM 9.15% 1-Year Est. Return

NWF Advisory Services's SIRI Position: Q4 2025 in Review

NWF Advisory Services sold out of SiriusXM (SIRI) in Q4 2025, closing a stake of 8,735 shares — an estimated $203K sold.

NWF Advisory Services first reported a position in SIRI in Q4 2024 and held it in 3 quarters. The position peaked at $214K in Q4 2024. 513 funds tracked by Wall St. Rank hold SIRI as of Q4 2025.

NWF Advisory Services reported no remaining SiriusXM position as of Q4 2025 after selling out during the quarter.
NWF Advisory Services sold 8,735 SiriusXM shares in Q4 2025, an estimated $203K.
NWF Advisory Services first reported a position in SiriusXM in Q4 2024 and held it in 3 quarters.
NWF Advisory Services's SiriusXM position peaked at $214K in Q4 2024.
513 funds tracked by Wall St. Rank held SiriusXM as of Q4 2025.

Based on NWF Advisory Services's 13F filing for Q4 2025, filed 3 Mar 2026.