UCFA
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United Capital Financial Advisors’s SiriusXM SIRI Stock Holding History

United Capital Financial 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
Q1 		$361K Buy
15,622
+288
+2% +$6.19K ﹤0.01% 1239
2025
Q4 		$307K Buy
15,334
+3,470
+29% +$74.6K ﹤0.01% 1156
2025
Q3 		$276K Buy
+11,864
New +$274K ﹤0.01% 1045
2024
Q3 		– Sell
-3,377
Closed -$95.6K – 1088
2024
Q2 		$95.6K Buy
3,377
+77
+2% +$2.3K ﹤0.01% 1006
2024
Q1 		$128K Buy
+3,300
New +$157K ﹤0.01% 1044
2023
Q3 		– Sell
-3,992
Closed -$181K – 891
2023
Q2 		$181K Sell
3,992
-689
-15% -$26K ﹤0.01% 862
2023
Q1 		$186K Sell
4,681
-1,477
-24% -$70.7K ﹤0.01% 934
2022
Q4 		$360K Sell
6,158
-1,179
-16% -$72.5K ﹤0.01% 830
2022
Q3 		$419K Sell
7,337
-760
-9% -$47.8K ﹤0.01% 800
2022
Q2 		$496K Sell
8,097
-358
-4% -$22.2K ﹤0.01% 801
2022
Q1 		$560K Buy
8,455
+479
+6% +$30.1K ﹤0.01% 806
2021
Q4 		$506K Buy
7,976
+41
+0.5% +$2.56K ﹤0.01% 855
2021
Q3 		$484K Sell
7,935
-2,388
-23% -$150K ﹤0.01% 867
2021
Q2 		$675K Buy
10,323
+925
+10% +$58K ﹤0.01% 793
2021
Q1 		$572K Buy
9,398
+151
+2% +$9.2K ﹤0.01% 817
2020
Q4 		$589K Sell
9,247
-87
-0.9% -$5.34K ﹤0.01% 807
2020
Q3 		$500K Buy
9,334
+211
+2% +$12.1K ﹤0.01% 830
2020
Q2 		$536K Buy
9,123
+4
+0% +$224 ﹤0.01% 840
2020
Q1 		$450K Sell
9,119
-4,693
-34% -$307K ﹤0.01% 854
2019
Q4 		$988K Buy
13,812
+2,965
+27% +$200K 0.01% 787
2019
Q3 		$678K Sell
10,847
-119,411
-92% -$7.34M ﹤0.01% 857
2019
Q2 		$7.27M Buy
130,258
+117,632
+932% +$6.69M 0.05% 345
2019
Q1 		$716K Buy
12,626
+194
+2% +$11.6K 0.01% 874
2018
Q4 		$710K Sell
12,432
-240
-2% -$14.6K 0.01% 804
2018
Q3 		$801K Sell
12,672
-46
-0.4% -$3.2K 0.01% 841
2018
Q2 		$861K Sell
12,718
-262
-2% -$17.7K 0.01% 798
2018
Q1 		$810K Buy
12,980
+391
+3% +$23.5K 0.01% 825
2017
Q4 		$675K Buy
12,589
+77
+0.6% +$4.25K 0.01% 886
2017
Q3 		$691K Sell
12,512
-296
-2% -$16.4K 0.01% 873
2017
Q2 		$701K Buy
12,808
+250
+2% +$12.8K 0.01% 850
2017
Q1 		$647K Buy
12,558
+343
+3% +$16.9K 0.01% 856
2016
Q4 		$544K Buy
12,215
+1,021
+9% +$44.4K 0.01% 919
2016
Q3 		$467K Buy
11,194
+2,222
+25% +$92.7K ﹤0.01% 985
2016
Q2 		$359K Buy
8,972
+4,442
+98% +$175K ﹤0.01% 997
2016
Q1 		$179K Buy
4,530
+1,863
+70% +$69.6K ﹤0.01% 1140
2015
Q4 		$109K Sell
2,667
-1,015
-28% -$41K ﹤0.01% 1171
2015
Q3 		$138K Buy
3,682
+1,280
+53% +$49.1K ﹤0.01% 1190
2015
Q2 		$90K Buy
2,402
+101
+4% +$3.92K ﹤0.01% 1231
2015
Q1 		$91K Sell
2,301
-138
-6% -$5.18K ﹤0.01% 1222
2014
Q4 		$85K Buy
2,439
+3
+0.1% +$103 ﹤0.01% 1140
2014
Q3 		$85K Buy
+2,436
New +$85.2K ﹤0.01% 1083
2014
Q2 		– Sell
-2,276
Closed -$73K – 908
2014
Q1 		$73K Buy
+2,276
New +$80.5K ﹤0.01% 915
2013
Q4 		– Sell
-3,725
Closed -$144K – 745
2013
Q3 		$144K Buy
3,725
+80
+2% +$2.98K ﹤0.01% 653
2013
Q2 		$122K Buy
+3,645
New +$120K ﹤0.01% 677

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

United Capital Financial Advisors's SIRI Position: Q1 2026 in Review

United Capital Financial Advisors increased its SiriusXM (SIRI) stake by 1.9% in Q1 2026, buying an estimated $6.19K and bringing the position to 15,622 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

United Capital Financial Advisors first reported a position in SIRI in Q2 2013 and has held it in 44 quarters since. The position peaked at $7.27M in Q2 2019. 559 funds tracked by Wall St. Rank hold SIRI as of Q1 2026.

  • United Capital Financial Advisors held 15,622 shares of SiriusXM worth $361K as of Q1 2026.
  • United Capital Financial Advisors bought 288 SiriusXM shares in Q1 2026, an estimated $6.19K.
  • SiriusXM made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1239 holding.
  • United Capital Financial Advisors first reported a position in SiriusXM in Q2 2013 and has held it in 44 quarters since.
  • United Capital Financial Advisors's SiriusXM position peaked at $7.27M in Q2 2019.
  • 559 funds tracked by Wall St. Rank held SiriusXM as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.