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West Financial Advisors’s SiriusXM SIRI Stock Holding History

West 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
Q2 		$4.59K Buy
155
+1
+0.6% +$27 ﹤0.01% 153
2026
Q1 		$3.55K Buy
154
+2
+1% +$43 ﹤0.01% 154
2025
Q4 		$3.04K Buy
152
+2
+1% +$43 ﹤0.01% 189
2025
Q3 		$3.49K Buy
+150
New +$3.47K ﹤0.01% 155

Other funds holding SIRI

HLCM
Hi-Line Capital Management Watertown, South Dakota $355M AUM 16.76% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

West Financial Advisors's SIRI Position: Q2 2026 in Review

West Financial Advisors increased its SiriusXM (SIRI) stake by 0.65% in Q2 2026, buying an estimated $27 and bringing the position to 155 shares worth $4.59K. The position accounts for ﹤0.01% of the portfolio, ranked #153.

West Financial Advisors first reported a position in SIRI in Q3 2025 and has held it in 4 quarters since. 177 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • West Financial Advisors held 155 shares of SiriusXM worth $4.59K as of Q2 2026.
  • West Financial Advisors bought 1 SiriusXM share in Q2 2026, an estimated $27.
  • SiriusXM made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #153 holding.
  • West Financial Advisors first reported a position in SiriusXM in Q3 2025 and has held it in 4 quarters since.
  • 177 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.