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 Q3	$1.87M	Sell	72,282 -5,642	-7%	-$164K	0.17%	74
2026 Q2	$2.3M	Buy	77,924 +283	+0.4%	+$7.61K	0.21%	48
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

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

RHDIC

R.H. Dinel Investment Counsel Los Angeles, California $142M AUM 15.9% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

BMCM

Burns Matteson Capital Management Corning, New York $289M AUM 39.67% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Steel Grove Capital Advisors's SIRI Position: Q3 2026 in Review

Steel Grove Capital Advisors reduced its SiriusXM (SIRI) stake by 7.2% in Q3 2026, selling an estimated $164K and leaving 72,282 shares worth $1.87M. The position accounts for 0.17% of the portfolio, ranked #74.

Steel Grove Capital Advisors first reported a position in SIRI in Q4 2016 and has held it in 10 quarters since. The position peaked at $2.3M in Q2 2026. 63 funds tracked by Wall St. Rank hold SIRI as of Q3 2026.

Steel Grove Capital Advisors held 72,282 shares of SiriusXM worth $1.87M as of Q3 2026.
Steel Grove Capital Advisors sold 5,642 SiriusXM shares in Q3 2026, an estimated $164K.
SiriusXM made up 0.17% of Steel Grove Capital Advisors's portfolio in Q3 2026, its #74 holding.
Steel Grove Capital Advisors first reported a position in SiriusXM in Q4 2016 and has held it in 10 quarters since.
Steel Grove Capital Advisors's SiriusXM position peaked at $2.3M in Q2 2026.
63 funds tracked by Wall St. Rank held SiriusXM as of Q3 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.