VisionPoint Advisory Group’s SiriusXM SIRI Stock Holding History

VisionPoint Advisory 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
2026 Q3	$824K	Sell	31,840 -4,443	-12%	-$130K	0.13%	173
2026 Q2	$1.07M	Sell	36,283 -2,586	-7%	-$69.5K	0.17%	134
2026 Q1	$897K	Buy	38,869 +5,500	+16%	+$118K	0.17%	137
2025 Q4	$667K	Sell	33,369 -520	-2%	-$11.2K	0.13%	176
2025 Q3	$789K	Sell	33,889 -985	-3%	-$22.8K	0.16%	149
2025 Q2	$801K	Sell	34,874 -4,427	-11%	-$95.3K	0.17%	133
2025 Q1	$886K	Buy	39,301 +917	+2%	+$21.6K	0.3%	74
2024 Q4	$848K	Sell	38,384 -6,426	-14%	-$164K	0.29%	90
2024 Q3	$1.06M	Buy	+44,810	New	+$1.39M	0.36%	81

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 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

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

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

CNTOF

Canandaigua National Trust of Florida Canandaigua, New York $181M AUM

TIM

Triad Investment Management Newport Beach, California $75.4M AUM 4% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

VisionPoint Advisory Group's SIRI Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its SiriusXM (SIRI) stake by 12% in Q3 2026, selling an estimated $130K and leaving 31,840 shares worth $824K. The position accounts for 0.13% of the portfolio, ranked #173.

VisionPoint Advisory Group first reported a position in SIRI in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.07M in Q2 2026. 34 funds tracked by Wall St. Rank hold SIRI as of Q3 2026.

VisionPoint Advisory Group held 31,840 shares of SiriusXM worth $824K as of Q3 2026.
VisionPoint Advisory Group sold 4,443 SiriusXM shares in Q3 2026, an estimated $130K.
SiriusXM made up 0.13% of VisionPoint Advisory Group's portfolio in Q3 2026, its #173 holding.
VisionPoint Advisory Group first reported a position in SiriusXM in Q3 2024 and has held it in 9 quarters since.
VisionPoint Advisory Group's SiriusXM position peaked at $1.07M in Q2 2026.
34 funds tracked by Wall St. Rank held SiriusXM as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.