Optimize Financial’s SiriusXM SIRI Stock Holding History

Optimize Financial’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	$691K	Sell	23,385 -81	-0.3%	-$2.18K	0.25%	65
2026 Q1	$542K	Buy	+23,466	New	+$504K	0.27%	86

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

Optimize Financial's SIRI Position: Q2 2026 in Review

Optimize Financial reduced its SiriusXM (SIRI) stake by 0.35% in Q2 2026, selling an estimated $2.18K and leaving 23,385 shares worth $691K. The position accounts for 0.25% of the portfolio, ranked #65.

Optimize Financial first reported a position in SIRI in Q1 2026 and has held it in 2 quarters since. 600 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

Optimize Financial held 23,385 shares of SiriusXM worth $691K as of Q2 2026.
Optimize Financial sold 81 SiriusXM shares in Q2 2026, an estimated $2.18K.
SiriusXM made up 0.25% of Optimize Financial's portfolio in Q2 2026, its #65 holding.
Optimize Financial first reported a position in SiriusXM in Q1 2026 and has held it in 2 quarters since.
600 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.