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Triad Investment Management’s SiriusXM SIRI Stock Holding History

Triad Investment Management’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
Q3 		$326K Hold
12,602
– – 0.43% 27
2026
Q2 		$372K Sell
12,602
-502
-4% -$13.5K 0.41% 31
2026
Q1 		$302K Hold
13,104
– – 0.36% 35
2025
Q4 		$262K Buy
+13,104
New +$282K 0.27% 34

Other funds holding SIRI

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
CA
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return
CNTOF
Canandaigua National Trust of Florida Canandaigua, New York $181M AUM
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Triad Investment Management's SIRI Position: Q3 2026 in Review

Triad Investment Management held its SiriusXM (SIRI) position steady in Q3 2026 at 12,602 shares worth $326K. The position accounts for 0.43% of the portfolio, ranked #27.

Triad Investment Management first reported a position in SIRI in Q4 2025 and has held it in 4 quarters since. The position peaked at $372K in Q2 2026. 34 funds tracked by Wall St. Rank hold SIRI as of Q3 2026.

  • Triad Investment Management held 12,602 shares of SiriusXM worth $326K as of Q3 2026.
  • Triad Investment Management left its SiriusXM share count unchanged in Q3 2026.
  • SiriusXM made up 0.43% of Triad Investment Management's portfolio in Q3 2026, its #27 holding.
  • Triad Investment Management first reported a position in SiriusXM in Q4 2025 and has held it in 4 quarters since.
  • Triad Investment Management's SiriusXM position peaked at $372K in Q2 2026.
  • 34 funds tracked by Wall St. Rank held SiriusXM as of Q3 2026.

Based on Triad Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.