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Root Financial Partners’s SiriusXM SIRI Stock Holding History

Root Financial Partners’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 		– Sell
-1,390
Closed -$32.1K – 2706
2026
Q1 		$32.1K Buy
1,390
+1,195
+613% +$25.7K ﹤0.01% 1081
2025
Q4 		$3.9K Hold
195
– – ﹤0.01% 1837
2025
Q3 		$4.54K Buy
+195
New +$4.51K ﹤0.01% 1766

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
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 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

Root Financial Partners's SIRI Position: Q2 2026 in Review

Root Financial Partners sold out of SiriusXM (SIRI) in Q2 2026, closing a stake of 1,390 shares — an estimated $32.1K sold.

Root Financial Partners first reported a position in SIRI in Q3 2025 and held it in 3 quarters. The position peaked at $32.1K in Q1 2026. 600 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • Root Financial Partners reported no remaining SiriusXM position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,390 SiriusXM shares in Q2 2026, an estimated $32.1K.
  • Root Financial Partners first reported a position in SiriusXM in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's SiriusXM position peaked at $32.1K in Q1 2026.
  • 600 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.