BHWM
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Bay Harbor Wealth Management’s SiriusXM SIRI Stock Holding History

Bay Harbor Wealth 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
Q1 		$69 Buy
+3
New +$64 ﹤0.01% 1236
2020
Q3 		– Sell
-1
Closed – – 406
2020
Q2 		$0 Hold
1
– – ﹤0.01% 408
2020
Q1 		$0 Hold
1
– – ﹤0.01% 399
2019
Q4 		$0 Hold
1
– – ﹤0.01% 378
2019
Q3 		$0 Hold
1
– – ﹤0.01% 399
2019
Q2 		$0 Hold
1
– – ﹤0.01% 422
2019
Q1 		$0 Hold
1
– – ﹤0.01% 425
2018
Q4 		$0 Buy
+1
New +$61 ﹤0.01% 403

Other funds holding SIRI

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BlackRock
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCMH
Kontiki Capital Management (HK) Hong Kong $1.43B AUM 9.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return