SEC 13F Intelligence

SIRI

CUSIP 82968B103

Siri has 4 institutional holders in Filings Flow’s 13F database, together reporting 63.5K shares worth $1M as of Q1 2026. The largest reported holders are Bruce & Co., Inc., Citadel Investment Advisory, Inc., and Ogorek Anthony Joseph /Ny/ /Adv.

Institutional Holders
4
Q1 2026
Reported Value
$1M
Ticker
unmapped
private placement or foreign
Quarters Tracked
28

Ownership Trend

Institutional holders
Q2 ’19: 533Q2 ’19Q3 ’19: 517Q4 ’19: 565Q1 ’20: 564Q2 ’20: 571Q2 ’20Q3 ’20: 573Q4 ’20: 588Q1 ’21: 564Q2 ’21: 556Q2 ’21Q3 ’21: 566Q4 ’21: 582Q1 ’22: 579Q2 ’22: 576Q2 ’22Q3 ’22: 584Q4 ’22: 619Q1 ’23: 598Q2 ’23: 569Q2 ’23Q3 ’23: 568Q4 ’23: 605Q1 ’24: 587Q2 ’24: 533Q2 ’24Q3 ’24: 8Q4 ’24: 7Q1 ’25: 6Q2 ’25: 5Q2 ’25Q3 ’25: 4Q4 ’25: 4Q1 ’26: 4filingsflow.com
Total reported value
Q2 ’19: $2.8BQ2 ’19Q3 ’19: $3.0BQ4 ’19: $3.8BQ1 ’20: $2.6BQ2 ’20: $2.8BQ2 ’20Q3 ’20: $2.2BQ4 ’20: $2.5BQ1 ’21: $2.2BQ2 ’21: $2.2BQ2 ’21Q3 ’21: $1.8BQ4 ’21: $1.6BQ1 ’22: $1.7BQ2 ’22: $1.3BQ2 ’22Q3 ’22: $1.3BQ4 ’22: $1.3BQ1 ’23: $922MQ2 ’23: $1.0BQ2 ’23Q3 ’23: $974MQ4 ’23: $1.5BQ1 ’24: $1.0BQ2 ’24: $997MQ2 ’24Q3 ’24: $2MQ4 ’24: $4MQ1 ’25: $2MQ2 ’25: $1MQ2 ’25Q3 ’25: $1MQ4 ’25: $1MQ1 ’26: $1Mfilingsflow.com

Holders

··Mixed quarters
Export to Excel
Manager% of PortfolioValueSharesQuarter
Bruce & Co., Inc.$350M AUM0.37%$1M55.8KQ1 2026
Citadel Investment Advisory, Inc.$210M AUM0.07%$148,0007.4KQ1 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV$365M AUM0.00%$8,000357Q1 2026
NBT BANK N A /NY$1.5B AUM0.00%$23010Q2 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$31Q1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.