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Pinnacle Wealth Planning Services’s SiriusXM SIRI Stock Holding History

Pinnacle Wealth Planning 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 		$176K Buy
5,945
+125
+2% +$3.36K 0.02% 582
2026
Q1 		$134K Buy
5,820
+5,430
+1,392% +$117K 0.01% 639
2025
Q4 		$7.8K Buy
+390
New +$8.38K ﹤0.01% 2113
2021
Q1 		– Sell
-418
Closed -$27K – 1673
2020
Q4 		$27K Buy
+418
New +$25.7K 0.01% 1040

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
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 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

Pinnacle Wealth Planning Services's SIRI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its SiriusXM (SIRI) stake by 2.1% in Q2 2026, buying an estimated $3.36K and bringing the position to 5,945 shares worth $176K. The position accounts for 0.02% of the portfolio, ranked #582.

Pinnacle Wealth Planning Services first reported a position in SIRI in Q4 2020 and has held it in 4 quarters since. 600 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 5,945 shares of SiriusXM worth $176K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 125 SiriusXM shares in Q2 2026, an estimated $3.36K.
  • SiriusXM made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #582 holding.
  • Pinnacle Wealth Planning Services first reported a position in SiriusXM in Q4 2020 and has held it in 4 quarters since.
  • 600 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.