Steel Grove Capital Advisors’s SiriusXM SIRI Stock Holding History

Steel Grove Capital Advisors’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	$1.79M	Buy	+77,641	New	+$1.67M	0.19%	60
2018 Q3	–	Sell	-14,048	Closed	-$951K	–	326
2018 Q2	$951K	Hold	14,048	–	–	0.15%	128
2018 Q1	$877K	Buy	14,048 +6,289	+81%	+$378K	0.14%	143
2017 Q4	$416K	Hold	7,759	–	–	0.06%	217
2017 Q3	$428K	Hold	7,759	–	–	0.08%	181
2017 Q2	$424K	Hold	7,759	–	–	0.08%	189
2017 Q1	$400K	Sell	7,759 -1,356	-15%	-$66.6K	0.07%	186
2016 Q4	$406K	Buy	+9,115	New	+$397K	0.08%	173

Other funds holding SIRI

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 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 New York $871B AUM 31.28% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Steel Grove Capital Advisors's SIRI Position: Q1 2026 in Review

Steel Grove Capital Advisors opened a new position in SiriusXM (SIRI) in Q1 2026: 77,641 shares worth $1.79M. The stake represents 0.19% of the portfolio and ranks #60 among its holdings. This is a return to the name: Steel Grove Capital Advisors previously reported a position in SIRI as recently as Q2 2018.

Steel Grove Capital Advisors first reported a position in SIRI in Q4 2016 and has held it in 8 quarters since. 559 funds tracked by Wall St. Rank hold SIRI as of Q1 2026.

Steel Grove Capital Advisors held 77,641 shares of SiriusXM worth $1.79M as of Q1 2026.
SiriusXM was a new Steel Grove Capital Advisors position in Q1 2026.
SiriusXM made up 0.19% of Steel Grove Capital Advisors's portfolio in Q1 2026, its #60 holding.
Steel Grove Capital Advisors first reported a position in SiriusXM in Q4 2016 and has held it in 8 quarters since.
559 funds tracked by Wall St. Rank held SiriusXM as of Q1 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2026, filed 7 May 2026.