Wakefield Asset Management’s SiriusXM SIRI Stock Holding History

Wakefield Asset 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 Q2	$3.16M	Buy	107,043 +596	+0.6%	+$16K	0.71%	43
2026 Q1	$2.46M	Hold	106,447	–	–	0.65%	45
2025 Q4	$2.13M	Hold	106,447	–	–	0.58%	51
2025 Q3	$2.48M	Hold	106,447	–	–	0.68%	46
2025 Q2	$2.45M	Hold	106,447	–	–	0.68%	44
2025 Q1	$2.4M	Buy	+106,447	New	+$2.51M	0.73%	42

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 $3.38T AUM 44.17% 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

Wakefield Asset Management's SIRI Position: Q2 2026 in Review

Wakefield Asset Management increased its SiriusXM (SIRI) stake by 0.56% in Q2 2026, buying an estimated $16K and bringing the position to 107,043 shares worth $3.16M. The position accounts for 0.71% of the portfolio, ranked #43.

Wakefield Asset Management first reported a position in SIRI in Q1 2025 and has held it in 6 quarters since. 602 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

Wakefield Asset Management held 107,043 shares of SiriusXM worth $3.16M as of Q2 2026.
Wakefield Asset Management bought 596 SiriusXM shares in Q2 2026, an estimated $16K.
SiriusXM made up 0.71% of Wakefield Asset Management's portfolio in Q2 2026, its #43 holding.
Wakefield Asset Management first reported a position in SiriusXM in Q1 2025 and has held it in 6 quarters since.
602 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Wakefield Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.