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 Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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, 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. 600 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.
600 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.