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Allworth Financial’s Somnigroup International SGI Stock Holding History

Allworth Financial’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
Q2 		$30.8K Sell
393
-221
-36% -$16.2K ﹤0.01% 2869
2026
Q1 		$45.4K Buy
614
+237
+63% +$20.6K ﹤0.01% 2399
2025
Q4 		$33.6K Sell
377
-1
-0.3% -$87 ﹤0.01% 2467
2025
Q3 		$31.9K Buy
378
+121
+47% +$9.54K ﹤0.01% 2416
2025
Q2 		$17.5K Buy
257
+59
+30% +$3.71K ﹤0.01% 2604
2025
Q1 		$12.2K Buy
198
+47
+31% +$2.85K ﹤0.01% 2336
2024
Q4 		$9.16K Sell
151
-43
-22% -$2.29K ﹤0.01% 2477
2024
Q3 		$10.6K Buy
194
+62
+47% +$3.15K ﹤0.01% 2230
2024
Q2 		$6.81K Hold
132
– – ﹤0.01% 2381
2024
Q1 		$7.5K Hold
132
– – ﹤0.01% 2228
2023
Q4 		$6.73K Sell
132
-6
-4% -$255 ﹤0.01% 2143
2023
Q3 		$5.98K Buy
138
+76
+123% +$3.37K ﹤0.01% 2035
2023
Q2 		$2.48K Hold
62
– – ﹤0.01% 2390
2023
Q1 		$2.45K Hold
62
– – ﹤0.01% 2327
2022
Q4 		$2.13K Buy
62
+7
+13% +$211 ﹤0.01% 2224
2022
Q3 		$1K Buy
55
+34
+162% +$881 ﹤0.01% 2562
2022
Q2 		$0 Buy
+21
New +$541 ﹤0.01% 2886
2021
Q4 		– Sell
-244
Closed -$11K – 2150
2021
Q3 		$11K Buy
+244
New +$10.7K ﹤0.01% 1320

Other funds holding SGI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.69B AUM 9.16% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

Allworth Financial's SGI Position: Q2 2026 in Review

Allworth Financial reduced its Somnigroup International (SGI) stake by 36% in Q2 2026, selling an estimated $16.2K and leaving 393 shares worth $30.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2869.

Allworth Financial first reported a position in SGI in Q3 2021 and has held it in 18 quarters since. The position peaked at $45.4K in Q1 2026. 540 funds tracked by Wall St. Rank hold SGI as of Q2 2026.

  • Allworth Financial held 393 shares of Somnigroup International worth $30.8K as of Q2 2026.
  • Allworth Financial sold 221 Somnigroup International shares in Q2 2026, an estimated $16.2K.
  • Somnigroup International made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2869 holding.
  • Allworth Financial first reported a position in Somnigroup International in Q3 2021 and has held it in 18 quarters since.
  • Allworth Financial's Somnigroup International position peaked at $45.4K in Q1 2026.
  • 540 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.