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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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCMH
Kontiki Capital Management (HK) Hong Kong $1.43B AUM 9.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pinnacle Wealth Planning Services's SIRI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its SiriusXM (SIRI) stake by 1,392% in Q1 2026, buying an estimated $117K and bringing the position to 5,820 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #639.

Pinnacle Wealth Planning Services first reported a position in SIRI in Q4 2020 and has held it in 3 quarters since. 559 funds tracked by Wall St. Rank hold SIRI as of Q1 2026.

  • Pinnacle Wealth Planning Services held 5,820 shares of SiriusXM worth $134K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 5,430 SiriusXM shares in Q1 2026, an estimated $117K.
  • SiriusXM made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #639 holding.
  • Pinnacle Wealth Planning Services first reported a position in SiriusXM in Q4 2020 and has held it in 3 quarters since.
  • 559 funds tracked by Wall St. Rank held SiriusXM as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.