Stephens Consulting’s SiriusXM SIRI Stock Holding History

Stephens Consulting’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
2025 Q3	–	Sell	-350	Closed	-$8.04K	–	1034
2025 Q2	$8.04K	Hold	350	–	–	﹤0.01%	346
2025 Q1	$7.89K	Hold	350	–	–	﹤0.01%	350
2024 Q4	$7.98K	Buy	+350	New	+$8.93K	﹤0.01%	370
2024 Q3	–	Sell	-350	Closed	-$9.9K	–	631
2024 Q2	$9.9K	Sell	350 -1,125	-76%	-$33.6K	﹤0.01%	343
2024 Q1	$57.2K	Hold	1,475	–	–	0.02%	170
2023 Q4	$80.7K	Hold	1,475	–	–	0.03%	130
2023 Q3	$66.7K	Hold	1,475	–	–	0.03%	143
2023 Q2	$66.8K	Hold	1,475	–	–	0.03%	138
2023 Q1	$58.6K	Hold	1,475	–	–	0.04%	155
2022 Q4	$86.1K	Hold	1,475	–	–	0.06%	122
2022 Q3	$84.2K	Hold	1,475	–	–	0.08%	119
2022 Q2	$90.4K	Hold	1,475	–	–	0.07%	111
2022 Q1	$97.6K	Hold	1,475	–	–	0.08%	129
2021 Q4	$93.7K	Buy	+1,475	New	+$92.3K	0.08%	155

Other funds holding SIRI

Berkshire Hathaway

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Kontiki Capital Management (HK) Hong Kong $1.43B AUM 9.81% 1-Year Est. Return

Geode Capital Management

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

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return