Root Financial Partners
SIRI icon

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
Q3 		$61.9K Buy
+2,392
New +$69.7K ﹤0.01% 973
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

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State of Alaska Department of Revenue
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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
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Inlight Wealth Management
Inlight Wealth Management Atlanta, Georgia $350M AUM 17.84% 1-Year Est. Return

Root Financial Partners's SIRI Position: Q3 2026 in Review

Root Financial Partners opened a new position in SiriusXM (SIRI) in Q3 2026: 2,392 shares worth $61.9K. The stake represents ﹤0.01% of the portfolio and ranks #973 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SIRI as recently as Q1 2026.

Root Financial Partners first reported a position in SIRI in Q3 2025 and has held it in 4 quarters since. 173 funds tracked by Wall St. Rank hold SIRI as of Q3 2026.

  • Root Financial Partners held 2,392 shares of SiriusXM worth $61.9K as of Q3 2026.
  • SiriusXM was a new Root Financial Partners position in Q3 2026.
  • SiriusXM made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #973 holding.
  • Root Financial Partners first reported a position in SiriusXM in Q3 2025 and has held it in 4 quarters since.
  • 173 funds tracked by Wall St. Rank held SiriusXM as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.