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Winch Advisory Services’s SiriusXM SIRI Stock Holding History

Winch Advisory Services’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 		$20K Buy
677
+6
+0.9% +$161 ﹤0.01% 261
2026
Q1 		$15.5K Buy
671
+8
+1% +$172 ﹤0.01% 273
2025
Q4 		$13.3K Buy
663
+9
+1% +$193 ﹤0.01% 284
2025
Q3 		$15.2K Buy
654
+8
+1% +$185 ﹤0.01% 264
2025
Q2 		$14.8K Buy
646
+7
+1% +$151 ﹤0.01% 259
2025
Q1 		$14.4K Buy
639
+7
+1% +$165 ﹤0.01% 250
2024
Q4 		$14.4K Buy
+632
New +$16.1K ﹤0.01% 257

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

Winch Advisory Services's SIRI Position: Q2 2026 in Review

Winch Advisory Services increased its SiriusXM (SIRI) stake by 0.89% in Q2 2026, buying an estimated $161 and bringing the position to 677 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

Winch Advisory Services first reported a position in SIRI in Q4 2024 and has held it in 7 quarters since. 598 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • Winch Advisory Services held 677 shares of SiriusXM worth $20K as of Q2 2026.
  • Winch Advisory Services bought 6 SiriusXM shares in Q2 2026, an estimated $161.
  • SiriusXM made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #261 holding.
  • Winch Advisory Services first reported a position in SiriusXM in Q4 2024 and has held it in 7 quarters since.
  • 598 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.