Optimist Retirement Group’s SiriusXM SIRI Stock Holding History

Optimist Retirement 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
2025 Q4	–	Sell	-10,025	Closed	-$233K	–	123
2025 Q3	$233K	Hold	10,025	–	–	0.11%	106
2025 Q2	$230K	Buy	+10,025	New	+$216K	0.11%	107
2025 Q1	–	Sell	-8,870	Closed	-$202K	–	129
2024 Q4	$202K	Buy	+8,870	New	+$226K	0.1%	118

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

Optimist Retirement Group's SIRI Position: Q4 2025 in Review

Optimist Retirement Group sold out of SiriusXM (SIRI) in Q4 2025, closing a stake of 10,025 shares — an estimated $233K sold.

Optimist Retirement Group first reported a position in SIRI in Q4 2024 and held it in 3 quarters. The position peaked at $233K in Q3 2025. 513 funds tracked by Wall St. Rank hold SIRI as of Q4 2025.

Optimist Retirement Group reported no remaining SiriusXM position as of Q4 2025 after selling out during the quarter.
Optimist Retirement Group sold 10,025 SiriusXM shares in Q4 2025, an estimated $233K.
Optimist Retirement Group first reported a position in SiriusXM in Q4 2024 and held it in 3 quarters.
Optimist Retirement Group's SiriusXM position peaked at $233K in Q3 2025.
513 funds tracked by Wall St. Rank held SiriusXM as of Q4 2025.

Based on Optimist Retirement Group's 13F filing for Q4 2025, filed 9 Feb 2026.