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Twin Peaks Wealth Advisors’s SiriusXM SIRI Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-12
Closed -$277 – 1858
2026
Q1 		$277 Buy
+12
New +$258 ﹤0.01% 2119
2025
Q3 		– Sell
-5
Closed -$105 – 1774
2025
Q2 		$105 Buy
+5
New +$108 ﹤0.01% 2104

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

Twin Peaks Wealth Advisors's SIRI Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of SiriusXM (SIRI) in Q2 2026, closing a stake of 12 shares — an estimated $277 sold.

Twin Peaks Wealth Advisors first reported a position in SIRI in Q2 2025 and held it in 2 quarters. The position peaked at $277 in Q1 2026. 598 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining SiriusXM position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 12 SiriusXM shares in Q2 2026, an estimated $277.
  • Twin Peaks Wealth Advisors first reported a position in SiriusXM in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's SiriusXM position peaked at $277 in Q1 2026.
  • 598 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.