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
2023 Q4	–	Sell	-46,120	Closed	-$1.96M	–	4270
2023 Q3	$1.96M	Buy	+46,120	New	+$2.14M	﹤0.01%	1712
2023 Q1	–	Sell	-110	Closed	-$6.42K	–	4143
2022 Q4	$6.42K	Hold	110	–	–	﹤0.01%	3812
2022 Q3	$7K	Hold	110	–	–	﹤0.01%	3903
2022 Q2	$7K	Hold	110	–	–	﹤0.01%	3904
2022 Q1	$7K	Buy	+110	New	+$6.92K	﹤0.01%	4033
2021 Q1	–	Sell	-10	Closed	-$1K	–	5314
2020 Q4	$1K	Buy	+10	New	+$614	﹤0.01%	4883
2020 Q1	–	Sell	-5,050	Closed	-$361K	–	4635
2019 Q4	$361K	Hold	5,050	–	–	﹤0.01%	2840
2019 Q3	$316K	Hold	5,050	–	–	﹤0.01%	2669
2019 Q2	$282K	Sell	5,050 -10	-0.2%	-$569	﹤0.01%	2740
2019 Q1	$287K	Sell	5,060 -131,980	-96%	-$7.87M	﹤0.01%	2558
2018 Q4	$7.83M	Buy	137,040 +62,940	+85%	+$3.83M	0.01%	876
2018 Q3	$4.68M	Buy	74,100 +40,000	+117%	+$2.78M	﹤0.01%	1226
2018 Q2	$2.31M	Hold	34,100	–	–	﹤0.01%	1581
2018 Q1	$2.13M	Buy	34,100 +12,800	+60%	+$769K	﹤0.01%	1534
2017 Q4	$1.14M	Hold	21,300	–	–	﹤0.01%	1891
2017 Q3	$1.18M	Buy	21,300 +20,500	+2,563%	+$1.13M	﹤0.01%	1900
2017 Q2	$44K	Sell	800 -300	-27%	-$15.3K	﹤0.01%	3273
2017 Q1	$57K	Buy	+1,100	New	+$54.1K	﹤0.01%	3037

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.