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Steward Financial Group’s SiriusXM SIRI Stock Holding History

Steward Financial 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
2023
Q3 		$1K Buy
+31
New +$1.44K ﹤0.01% 1254
2023
Q2 		– Sell
-10
Closed – – 919
2023
Q1 		$0 Buy
10
+6
+150% +$287 ﹤0.01% 895
2022
Q4 		$0 Buy
+4
New +$246 ﹤0.01% 782
2022
Q3 		– Sell
-7
Closed – – 1114
2022
Q2 		$0 Buy
+7
New +$435 ﹤0.01% 1330

Other funds holding SIRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Steward Financial Group's SIRI Position: Q3 2023 in Review

Steward Financial Group opened a new position in SiriusXM (SIRI) in Q3 2023: 31 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1254 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in SIRI as recently as Q1 2023.

Steward Financial Group first reported a position in SIRI in Q2 2022 and has held it in 4 quarters since. 606 funds tracked by Wall St. Rank hold SIRI as of Q3 2023.

  • Steward Financial Group held 31 shares of SiriusXM worth $1K as of Q3 2023.
  • SiriusXM was a new Steward Financial Group position in Q3 2023.
  • SiriusXM made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1254 holding.
  • Steward Financial Group first reported a position in SiriusXM in Q2 2022 and has held it in 4 quarters since.
  • 606 funds tracked by Wall St. Rank held SiriusXM as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.