SageView Advisory Group’s SiriusXM SIRI Stock Holding History

SageView Advisory Group’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	–	Sell	-6,238	Closed	-$125K	–	2113
2025 Q4	$125K	Buy	+6,238	New	+$134K	﹤0.01%	756

Other funds holding SIRI

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

KCMH

Kontiki Capital Management (HK) Hong Kong $1.52B AUM 10.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SageView Advisory Group's SIRI Position: Q1 2026 in Review

SageView Advisory Group sold out of SiriusXM (SIRI) in Q1 2026, closing a stake of 6,238 shares — an estimated $125K sold.

SageView Advisory Group first reported a position in SIRI in Q4 2025 and held it in 1 quarter. The position peaked at $125K in Q4 2025. 561 funds tracked by Wall St. Rank hold SIRI as of Q1 2026.

SageView Advisory Group reported no remaining SiriusXM position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 6,238 SiriusXM shares in Q1 2026, an estimated $125K.
SageView Advisory Group first reported a position in SiriusXM in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's SiriusXM position peaked at $125K in Q4 2025.
561 funds tracked by Wall St. Rank held SiriusXM as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.