MCM
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MAI Capital Management’s SiriusXM SIRI Stock Holding History

MAI Capital 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 		$325K Buy
14,091
+7,292
+107% +$157K ﹤0.01% 1234
2025
Q4 		$136K Buy
6,799
+78
+1% +$1.68K ﹤0.01% 1481
2025
Q3 		$156K Buy
6,721
+277
+4% +$6.41K ﹤0.01% 1357
2025
Q2 		$148K Sell
6,444
-92
-1% -$1.98K ﹤0.01% 1312
2025
Q1 		$147K Sell
6,536
-334
-5% -$7.87K ﹤0.01% 1244
2024
Q4 		$157K Buy
+6,870
New +$175K ﹤0.01% 1233
2024
Q3 		– Sell
-1,895
Closed -$53.6K – 1227
2024
Q2 		$53.6K Sell
1,895
-362
-16% -$10.8K ﹤0.01% 1198
2024
Q1 		$87.6K Sell
2,257
-35
-2% -$1.66K ﹤0.01% 1165
2023
Q4 		$125K Sell
2,292
-224
-9% -$10.8K ﹤0.01% 1042
2023
Q3 		$114K Sell
2,516
-50
-2% -$2.32K ﹤0.01% 989
2023
Q2 		$116K Buy
2,566
+102
+4% +$3.85K ﹤0.01% 991
2023
Q1 		$97.8K Buy
2,464
+359
+17% +$17.2K ﹤0.01% 985
2022
Q4 		$123K Buy
2,105
+112
+6% +$6.89K ﹤0.01% 943
2022
Q3 		$114K Sell
1,993
-51
-2% -$3.21K ﹤0.01% 874
2022
Q2 		$125K Sell
2,044
-263
-11% -$16.3K ﹤0.01% 821
2022
Q1 		$153K Buy
2,307
+113
+5% +$7.11K ﹤0.01% 841
2021
Q4 		$139K Sell
2,194
-79
-3% -$4.94K ﹤0.01% 850
2021
Q3 		$139K Buy
+2,273
New +$143K ﹤0.01% 747

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VPM
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VCM
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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 $871B 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