Robinswood Financial’s SiriusXM SIRI Stock Holding History

Robinswood 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	$78	Hold	2	–	–	﹤0.01%	425
2026 Q1	$61	Hold	2	–	–	﹤0.01%	421
2025 Q4	$52	Sell	2 -48	-96%	-$1.03K	﹤0.01%	397
2025 Q3	$1.17K	Sell	50 -357	-88%	-$8.26K	﹤0.01%	355
2025 Q2	$9.36K	Buy	407 +358	+731%	+$7.71K	﹤0.01%	255
2025 Q1	$1.1K	Buy	49 +1	+2%	+$24	﹤0.01%	357
2024 Q4	$1.1K	Hold	48	–	–	﹤0.01%	309
2024 Q3	$1.14K	Buy	48 +46	+2,300%	+$1.43K	﹤0.01%	315
2024 Q2	$56	Hold	2	–	–	﹤0.01%	359
2024 Q1	$76	Hold	2	–	–	﹤0.01%	244
2023 Q4	$109	Hold	2	–	–	﹤0.01%	238
2023 Q3	$90	Hold	2	–	–	﹤0.01%	242
2023 Q2	$90	Buy	+2	New	+$76	﹤0.01%	223

Other funds holding SIRI

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

R.H. Dinel Investment Counsel Los Angeles, California $130M AUM 5.64% 1-Year Est. Return

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return