WI
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WBI Investments’s SiriusXM SIRI Stock Holding History

WBI Investments’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
Q2 		$1.07M Sell
36,371
-12,399
-25% -$333K 0.27% 101
2026
Q1 		$1.13M Buy
+48,770
New +$1.05M 0.31% 94

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
Boston Partners
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

WBI Investments's SIRI Position: Q2 2026 in Review

WBI Investments reduced its SiriusXM (SIRI) stake by 25% in Q2 2026, selling an estimated $333K and leaving 36,371 shares worth $1.07M. The position accounts for 0.27% of the portfolio, ranked #101.

WBI Investments first reported a position in SIRI in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.13M in Q1 2026. 600 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • WBI Investments held 36,371 shares of SiriusXM worth $1.07M as of Q2 2026.
  • WBI Investments sold 12,399 SiriusXM shares in Q2 2026, an estimated $333K.
  • SiriusXM made up 0.27% of WBI Investments's portfolio in Q2 2026, its #101 holding.
  • WBI Investments first reported a position in SiriusXM in Q1 2026 and has held it in 2 quarters since.
  • WBI Investments's SiriusXM position peaked at $1.13M in Q1 2026.
  • 600 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.