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Summit Financial’s SiriusXM SIRI Stock Holding History

Summit Financial’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 		$1.14M Sell
38,609
-630
-2% -$16.9K 0.01% 804
2026
Q1 		$906K Buy
39,239
+11,100
+39% +$239K 0.01% 812
2025
Q4 		$563K Sell
28,139
-1,513
-5% -$32.5K 0.01% 855
2025
Q3 		$690K Buy
29,652
+695
+2% +$16.1K 0.01% 773
2025
Q2 		$665K Buy
+28,957
New +$623K 0.02% 503

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

Summit Financial's SIRI Position: Q2 2026 in Review

Summit Financial reduced its SiriusXM (SIRI) stake by 1.6% in Q2 2026, selling an estimated $16.9K and leaving 38,609 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #804.

Summit Financial first reported a position in SIRI in Q2 2025 and has held it in 5 quarters since. 601 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • Summit Financial held 38,609 shares of SiriusXM worth $1.14M as of Q2 2026.
  • Summit Financial sold 630 SiriusXM shares in Q2 2026, an estimated $16.9K.
  • SiriusXM made up 0.01% of Summit Financial's portfolio in Q2 2026, its #804 holding.
  • Summit Financial first reported a position in SiriusXM in Q2 2025 and has held it in 5 quarters since.
  • 601 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.