Principia Wealth Advisory’s SiriusXM SIRI Stock Holding History

Principia Wealth Advisory’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	$118	Buy	+4	New	+$107	﹤0.01%	1024
2025 Q2	–	Sell	-1	Closed	-$21	–	1002
2025 Q1	$21	Buy	+1	New	+$24	﹤0.01%	852

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

Principia Wealth Advisory's SIRI Position: Q2 2026 in Review

Principia Wealth Advisory opened a new position in SiriusXM (SIRI) in Q2 2026: 4 shares worth $118. The stake represents ﹤0.01% of the portfolio and ranks #1024 among its holdings. This is a return to the name: Principia Wealth Advisory previously reported a position in SIRI as recently as Q1 2025.

Principia Wealth Advisory first reported a position in SIRI in Q1 2025 and has held it in 2 quarters since. 600 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

Principia Wealth Advisory held 4 shares of SiriusXM worth $118 as of Q2 2026.
SiriusXM was a new Principia Wealth Advisory position in Q2 2026.
SiriusXM made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #1024 holding.
Principia Wealth Advisory first reported a position in SiriusXM in Q1 2025 and has held it in 2 quarters since.
600 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.