Superior Planning, LLC’s Somnigroup International SGI Stock Holding History

Superior Planning, LLC’s Portfolio SGI Stock Details SGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$53K	Buy	+854	New	+$57.8K	0.02%	368

Other funds holding SGI

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's SGI Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Somnigroup International (SGI) in Q3 2026: 854 shares worth $53K. The stake represents 0.02% of the portfolio and ranks #368 among its holdings.

348 funds tracked by Wall St. Rank hold SGI as of Q3 2026.

Superior Planning, LLC held 854 shares of Somnigroup International worth $53K as of Q3 2026.
Somnigroup International was a new Superior Planning, LLC position in Q3 2026.
Somnigroup International made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #368 holding.
348 funds tracked by Wall St. Rank held Somnigroup International as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.