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Rothschild Investment LLC’s SiriusXM SIRI Stock Holding History

Rothschild Investment LLC’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 		$573K Buy
19,391
+13,467
+227% +$362K 0.02% 562
2026
Q1 		$137K Buy
5,924
+5,881
+13,677% +$126K 0.01% 787
2025
Q4 		$860 Sell
43
-542
-93% -$11.7K ﹤0.01% 2730
2025
Q3 		$13.6K Buy
585
+500
+588% +$11.6K ﹤0.01% 1346
2025
Q2 		$1.95K Buy
85
+65
+325% +$1.4K ﹤0.01% 2099
2025
Q1 		$451 Buy
+20
New +$471 ﹤0.01% 2652
2013
Q3 		– Sell
-1,200
Closed -$40K – 384
2013
Q2 		$40K Buy
+1,200
New +$39.5K 0.01% 353

Other funds holding SIRI

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
HLCM
Hi-Line Capital Management Watertown, South Dakota $355M AUM 16.76% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
SCI
S&CO Inc Boston, Massachusetts $1.73B AUM 26.69% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return

Rothschild Investment LLC's SIRI Position: Q2 2026 in Review

Rothschild Investment LLC increased its SiriusXM (SIRI) stake by 227% in Q2 2026, buying an estimated $362K and bringing the position to 19,391 shares worth $573K. The position accounts for 0.02% of the portfolio, ranked #562.

Rothschild Investment LLC first reported a position in SIRI in Q2 2013 and has held it in 7 quarters since. 277 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • Rothschild Investment LLC held 19,391 shares of SiriusXM worth $573K as of Q2 2026.
  • Rothschild Investment LLC bought 13,467 SiriusXM shares in Q2 2026, an estimated $362K.
  • SiriusXM made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #562 holding.
  • Rothschild Investment LLC first reported a position in SiriusXM in Q2 2013 and has held it in 7 quarters since.
  • 277 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.