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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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCMH
Kontiki Capital Management (HK) Hong Kong $1.43B AUM 9.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Root Financial Partners's SIRI Position: Q1 2026 in Review

Root Financial Partners increased its SiriusXM (SIRI) stake by 613% in Q1 2026, buying an estimated $25.7K and bringing the position to 1,390 shares worth $32.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1081.

Root Financial Partners first reported a position in SIRI in Q3 2025 and has held it in 3 quarters since. 560 funds tracked by Wall St. Rank hold SIRI as of Q1 2026.

  • Root Financial Partners held 1,390 shares of SiriusXM worth $32.1K as of Q1 2026.
  • Root Financial Partners bought 1,195 SiriusXM shares in Q1 2026, an estimated $25.7K.
  • SiriusXM made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1081 holding.
  • Root Financial Partners first reported a position in SiriusXM in Q3 2025 and has held it in 3 quarters since.
  • 560 funds tracked by Wall St. Rank held SiriusXM as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.