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Sound View Wealth Advisors Group’s SiriusXM SIRI Stock Holding History

Sound View Wealth Advisors 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
Q2 		$493K Hold
16,686
– – 0.03% 287
2026
Q1 		$385K Hold
16,686
– – 0.03% 307
2025
Q4 		$334K Sell
16,686
-5
-0% -$107 0.02% 339
2025
Q3 		$388K Hold
16,691
– – 0.03% 309
2025
Q2 		$383K Hold
16,691
– – 0.03% 311
2025
Q1 		$376K Sell
16,691
-10
-0.1% -$236 0.03% 298
2024
Q4 		$381K Sell
16,701
-508
-3% -$13K 0.03% 302
2024
Q3 		$407K Buy
+17,209
New +$534K 0.03% 291
2019
Q3 		– Sell
-1,000
Closed -$56K – 248
2019
Q2 		$56K Buy
+1,000
New +$56.9K 0.02% 246

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

Sound View Wealth Advisors Group's SIRI Position: Q2 2026 in Review

Sound View Wealth Advisors Group held its SiriusXM (SIRI) position steady in Q2 2026 at 16,686 shares worth $493K. The position accounts for 0.03% of the portfolio, ranked #287.

Sound View Wealth Advisors Group first reported a position in SIRI in Q2 2019 and has held it in 9 quarters since. 600 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • Sound View Wealth Advisors Group held 16,686 shares of SiriusXM worth $493K as of Q2 2026.
  • Sound View Wealth Advisors Group left its SiriusXM share count unchanged in Q2 2026.
  • SiriusXM made up 0.03% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #287 holding.
  • Sound View Wealth Advisors Group first reported a position in SiriusXM in Q2 2019 and has held it in 9 quarters since.
  • 600 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.