Pinnacle Wealth Planning Services
SIRI icon

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
Q3 		$154K Hold
5,945
– – 0.02% 619
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

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $668M AUM 8.93% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Associated Banc-Corp
Associated Banc-Corp Green Bay, Wisconsin $4.24B AUM 23.62% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Pinnacle Wealth Planning Services's SIRI Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its SiriusXM (SIRI) position steady in Q3 2026 at 5,945 shares worth $154K. The position accounts for 0.02% of the portfolio, ranked #619.

Pinnacle Wealth Planning Services first reported a position in SIRI in Q4 2020 and has held it in 5 quarters since. The position peaked at $176K in Q2 2026. 190 funds tracked by Wall St. Rank hold SIRI as of Q3 2026.

  • Pinnacle Wealth Planning Services held 5,945 shares of SiriusXM worth $154K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its SiriusXM share count unchanged in Q3 2026.
  • SiriusXM made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #619 holding.
  • Pinnacle Wealth Planning Services first reported a position in SiriusXM in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's SiriusXM position peaked at $176K in Q2 2026.
  • 190 funds tracked by Wall St. Rank held SiriusXM as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.