SSG
SIRI icon

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
2024
Q3 		– Sell
-6,420
Closed -$182K – 831
2024
Q2 		$182K Sell
6,420
-4,500
-41% -$134K 0.03% 168
2024
Q1 		$424K Buy
10,920
+6,420
+143% +$305K 0.07% 106
2023
Q4 		$246K Buy
+4,500
New +$216K 0.02% 241
2023
Q2 		– Sell
-1,060
Closed -$42K – 1073
2023
Q1 		$42K Sell
1,060
-23,940
-96% -$1.15M ﹤0.01% 466
2022
Q4 		$1.46M Hold
25,000
– – 0.05% 143
2022
Q3 		$1.43M Hold
25,000
– – 0.11% 125
2022
Q2 		$1.53M Buy
25,000
+22,500
+900% +$1.4M 0.19% 92
2022
Q1 		$166K Buy
+2,500
New +$157K 0.02% 406

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCMH
Kontiki Capital Management (HK) Hong Kong $1.43B AUM 9.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Summit Securities Group's SIRI Position: Q2 2025 in Review

Summit Securities Group sold out of SiriusXM (SIRI) in Q2 2025, closing a stake of 685 shares — an estimated $14.7K sold.

Summit Securities Group first reported a position in SIRI in Q2 2013 and held it in 23 quarters. The position peaked at $2.79M in Q3 2024. 549 funds tracked by Wall St. Rank hold SIRI as of Q2 2025.

  • Summit Securities Group reported no remaining SiriusXM position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 685 SiriusXM shares in Q2 2025, an estimated $14.7K.
  • Summit Securities Group first reported a position in SiriusXM in Q2 2013 and held it in 23 quarters.
  • Summit Securities Group's SiriusXM position peaked at $2.79M in Q3 2024.
  • 549 funds tracked by Wall St. Rank held SiriusXM as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.