Capital Advisors Ltd’s Somnigroup International SGI Stock Holding History

Capital Advisors Ltd’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	$2K	Buy	33 +15	+83%	+$1.02K	﹤0.01%	1288
2026 Q2	$1K	Hold	18	–	–	﹤0.01%	1330
2026 Q1	$1K	Hold	18	–	–	﹤0.01%	1324
2025 Q4	$2K	Hold	18	–	–	﹤0.01%	1120
2025 Q3	$2K	Hold	18	–	–	﹤0.01%	1119
2025 Q2	$1K	Buy	18 +3	+20%	+$189	﹤0.01%	1302
2025 Q1	$1K	Hold	15	–	–	﹤0.01%	1305
2024 Q4	$1K	Hold	15	–	–	﹤0.01%	1336
2024 Q3	$1K	Sell	15 -8	-35%	-$407	﹤0.01%	1328
2024 Q2	$1K	Buy	23 +8	+53%	+$405	﹤0.01%	1327
2024 Q1	$1K	Hold	15	–	–	﹤0.01%	1304
2023 Q4	$1K	Hold	15	–	–	﹤0.01%	1249
2023 Q3	$1K	Hold	15	–	–	﹤0.01%	1240
2023 Q2	$1K	Hold	15	–	–	﹤0.01%	1248
2023 Q1	$1K	Hold	15	–	–	﹤0.01%	1150
2022 Q4	$1K	Hold	15	–	–	﹤0.01%	1137
2022 Q3	$0	Hold	15	–	–	﹤0.01%	1576
2022 Q2	$0	Buy	+15	New	+$387	﹤0.01%	1381

Other funds holding SGI

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

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

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Capital Advisors Ltd's SGI Position: Q3 2026 in Review

Capital Advisors Ltd increased its Somnigroup International (SGI) stake by 83% in Q3 2026, buying an estimated $1.02K and bringing the position to 33 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1288.

Capital Advisors Ltd first reported a position in SGI in Q2 2022 and has held it in 18 quarters since. 293 funds tracked by Wall St. Rank hold SGI as of Q3 2026.

Capital Advisors Ltd held 33 shares of Somnigroup International worth $2K as of Q3 2026.
Capital Advisors Ltd bought 15 Somnigroup International shares in Q3 2026, an estimated $1.02K.
Somnigroup International made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #1288 holding.
Capital Advisors Ltd first reported a position in Somnigroup International in Q2 2022 and has held it in 18 quarters since.
293 funds tracked by Wall St. Rank held Somnigroup International as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.