Bank of Montreal’s Somnigroup International SGI Stock Holding History

Bank of Montreal’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
2024 Q1	–	Sell	-60,000	Closed	-$3.08M	–	4416
2023 Q4	$3.08M	Hold	60,000	–	–	﹤0.01%	1483
2023 Q3	$2.69M	Buy	+60,000	New	+$2.66M	﹤0.01%	1558
2020 Q2	–	Sell	-314,800	Closed	-$2.9M	–	4875
2020 Q1	$2.9M	Buy	+314,800	New	+$5.98M	﹤0.01%	1250
2018 Q4	–	Sell	-36,000	Closed	-$476K	–	4889
2018 Q3	$476K	Hold	36,000	–	–	﹤0.01%	2358
2018 Q2	$432K	Buy	+36,000	New	+$424K	﹤0.01%	2400
2018 Q1	–	Sell	-146,800	Closed	-$2.3M	–	4377
2017 Q4	$2.3M	Hold	146,800	–	–	﹤0.01%	1520
2017 Q3	$2.37M	Hold	146,800	–	–	﹤0.01%	1548
2017 Q2	$1.96M	Hold	146,800	–	–	﹤0.01%	1632
2017 Q1	$1.71M	Buy	+146,800	New	+$1.89M	﹤0.01%	1621
2013 Q3	–	Sell	-20,000	Closed	-$220K	–	3973
2013 Q2	$220K	Buy	+20,000	New	+$227K	﹤0.01%	2153

Other funds holding SGI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Browning West Los Angeles, California $1.62B AUM 22.28% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Bank of Montreal's SGI Position: Q1 2026 in Review

Bank of Montreal reduced its Somnigroup International (SGI) stake by 80% in Q1 2026, selling an estimated $10.7M and leaving 30,821 shares worth $2.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1606.

Bank of Montreal first reported a position in SGI in Q2 2013 and has held it in 52 quarters since. The position peaked at $25.9M in Q3 2021. 526 funds tracked by Wall St. Rank hold SGI as of Q1 2026.

Bank of Montreal held 30,821 shares of Somnigroup International worth $2.28M as of Q1 2026.
Bank of Montreal sold 123,580 Somnigroup International shares in Q1 2026, an estimated $10.7M.
Somnigroup International made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1606 holding.
Bank of Montreal first reported a position in Somnigroup International in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's Somnigroup International position peaked at $25.9M in Q3 2021.
526 funds tracked by Wall St. Rank held Somnigroup International as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.