Bank of Montreal’s SiriusXM SIRI Stock Holding History

Bank of Montreal’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
2024 Q2	–	Sell	-142,680	Closed	-$5.54M	–	4205
2024 Q1	$5.54M	Sell	142,680 -10,000	-7%	-$476K	﹤0.01%	1179
2023 Q4	$8.47M	Buy	152,680 +137,680	+918%	+$6.61M	﹤0.01%	1090
2023 Q3	$639K	Buy	+15,000	New	+$697K	﹤0.01%	2305
2023 Q1	–	Sell	-25,120	Closed	-$1.47M	–	4142
2022 Q4	$1.47M	Hold	25,120	–	–	﹤0.01%	1960
2022 Q3	$1.49M	Buy	25,120 +120	+0.5%	+$7.54K	﹤0.01%	1978
2022 Q2	$1.55M	Hold	25,000	–	–	﹤0.01%	2034
2022 Q1	$1.66M	Buy	+25,000	New	+$1.57M	﹤0.01%	2044
2021 Q2	–	Sell	-25,000	Closed	-$1.58M	–	4763
2021 Q1	$1.58M	Buy	+25,000	New	+$1.52M	﹤0.01%	1902
2019 Q1	–	Sell	-41,870	Closed	-$2.39M	–	4698
2018 Q4	$2.39M	Buy	+41,870	New	+$2.55M	﹤0.01%	1438
2014 Q2	–	Sell	-6,000	Closed	-$192K	–	4806
2014 Q1	$192K	Buy	+6,000	New	+$212K	﹤0.01%	2519

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

Bank of Montreal's SIRI Position: Q2 2026 in Review

Bank of Montreal reduced its SiriusXM (SIRI) stake by 1.1% in Q2 2026, selling an estimated $5.08K and leaving 17,114 shares worth $506K. The position accounts for ﹤0.01% of the portfolio, ranked #2461.

Bank of Montreal first reported a position in SIRI in Q2 2013 and has held it in 49 quarters since. The position peaked at $24.7M in Q4 2018. 602 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

Bank of Montreal held 17,114 shares of SiriusXM worth $506K as of Q2 2026.
Bank of Montreal sold 189 SiriusXM shares in Q2 2026, an estimated $5.08K.
SiriusXM made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2461 holding.
Bank of Montreal first reported a position in SiriusXM in Q2 2013 and has held it in 49 quarters since.
Bank of Montreal's SiriusXM position peaked at $24.7M in Q4 2018.
602 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.