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Summit Securities Group’s SiriusXM SIRI Stock Holding History

Summit Securities 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
2026
Q2 		$303K Buy
+10,241
New +$275K 0.03% 225
2025
Q2 		– Sell
-685
Closed -$14.7K – 1398
2025
Q1 		$15.4K Buy
+685
New +$16.1K ﹤0.01% 499
2024
Q4 		– Sell
-118,200
Closed -$3.01M – 866
2024
Q3 		$2.79M Buy
+118,200
New +$3.67M 0.74% 28
2024
Q1 		– Sell
-281
Closed -$13.4K – 845
2023
Q4 		$15K Buy
281
+238
+553% +$11.4K ﹤0.01% 490
2023
Q3 		$2K Buy
43
+21
+95% +$976 ﹤0.01% 513
2023
Q2 		$1K Sell
22
-78
-78% -$2.95K ﹤0.01% 854
2023
Q1 		$4K Sell
100
-2,011
-95% -$96.3K ﹤0.01% 723
2022
Q4 		$123K Sell
2,111
-3,020
-59% -$186K ﹤0.01% 560
2022
Q3 		$293K Buy
5,131
+264
+5% +$16.6K 0.02% 349
2022
Q2 		$298K Sell
4,867
-153
-3% -$9.5K 0.04% 253
2022
Q1 		$332K Buy
+5,020
New +$316K 0.04% 293
2021
Q4 		– Sell
-1,358
Closed -$83K – 922
2021
Q3 		$83K Sell
1,358
-402
-23% -$25.3K 0.01% 662
2021
Q2 		$115K Buy
+1,760
New +$110K 0.01% 674
2021
Q1 		– Sell
-4,300
Closed -$262K – 751
2020
Q4 		$274K Buy
+4,300
New +$264K 0.02% 473
2015
Q4 		– Sell
-1
Closed – – 416
2015
Q3 		$0 Sell
1
-22
-96% -$843 ﹤0.01% 502
2015
Q2 		$1K Buy
23
+20
+667% +$775 ﹤0.01% 431
2015
Q1 		$0 Sell
3
-3
-50% -$113 ﹤0.01% 606
2014
Q4 		$0 Sell
6
-4
-40% -$138 ﹤0.01% 716
2014
Q3 		$0 Sell
10
-43
-81% -$1.5K ﹤0.01% 788
2014
Q2 		$2K Buy
53
+50
+1,667% +$1.63K ﹤0.01% 498
2014
Q1 		$0 Sell
3
-23
-88% -$813 ﹤0.01% 552
2013
Q4 		$1K Sell
26
-40
-61% -$1.5K ﹤0.01% 466
2013
Q3 		$3K Buy
66
+21
+47% +$782 ﹤0.01% 327
2013
Q2 		$2K Buy
+45
New +$1.48K ﹤0.01% 488

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 Securities Group's SIRI Position: Q2 2026 in Review

Summit Securities Group opened a new position in SiriusXM (SIRI) in Q2 2026: 10,241 shares worth $303K. The stake represents 0.03% of the portfolio and ranks #225 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in SIRI as recently as Q1 2025.

Summit Securities Group first reported a position in SIRI in Q2 2013 and has held it in 24 quarters since. The position peaked at $2.79M in Q3 2024. 598 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • Summit Securities Group held 10,241 shares of SiriusXM worth $303K as of Q2 2026.
  • SiriusXM was a new Summit Securities Group position in Q2 2026.
  • SiriusXM made up 0.03% of Summit Securities Group's portfolio in Q2 2026, its #225 holding.
  • Summit Securities Group first reported a position in SiriusXM in Q2 2013 and has held it in 24 quarters since.
  • Summit Securities Group's SiriusXM position peaked at $2.79M in Q3 2024.
  • 598 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.