PlanVest Financial’s SiriusXM SIRI Stock Holding History

PlanVest 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	$130K	Buy	4,398 +30	+0.7%	+$806	0.09%	133
2026 Q1	$101K	Buy	+4,368	New	+$93.9K	0.08%	137

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

PlanVest Financial's SIRI Position: Q2 2026 in Review

PlanVest Financial increased its SiriusXM (SIRI) stake by 0.69% in Q2 2026, buying an estimated $806 and bringing the position to 4,398 shares worth $130K. The position accounts for 0.09% of the portfolio, ranked #133.

PlanVest Financial first reported a position in SIRI in Q1 2026 and has held it in 2 quarters since. 564 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

PlanVest Financial held 4,398 shares of SiriusXM worth $130K as of Q2 2026.
PlanVest Financial bought 30 SiriusXM shares in Q2 2026, an estimated $806.
SiriusXM made up 0.09% of PlanVest Financial's portfolio in Q2 2026, its #133 holding.
PlanVest Financial first reported a position in SiriusXM in Q1 2026 and has held it in 2 quarters since.
564 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.