Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SGI
Cetera Investment Advisers’s
Somnigroup International
SGI
Stock Holding History
Cetera Investment Advisers’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
Q1
$2.59M
Sell
35,049
-4,082
-10%
-$354K
﹤0.01%
2043
2025
Q4
$3.49M
Buy
39,131
+5,425
+16%
+$474K
﹤0.01%
1727
2025
Q3
$2.84M
Buy
33,706
+17,520
+108%
+$1.38M
﹤0.01%
1870
2025
Q2
$1.1M
Buy
16,186
+1,680
+12%
+$106K
﹤0.01%
2299
2025
Q1
$869K
Buy
14,506
+2,242
+18%
+$136K
﹤0.01%
2379
2024
Q4
$695K
Buy
12,264
+6,393
+109%
+$341K
﹤0.01%
2426
2024
Q3
$321K
Sell
5,871
-13,041
-69%
-$663K
﹤0.01%
3005
2024
Q2
$895K
Buy
18,912
+1,347
+8%
+$68.2K
﹤0.01%
2158
2024
Q1
$998K
Buy
17,565
+7,790
+80%
+$406K
﹤0.01%
2069
2023
Q4
$498K
Sell
9,775
-786
-7%
-$33.3K
﹤0.01%
1494
2023
Q3
$458K
Buy
+10,561
New
+$468K
﹤0.01%
1472
2022
Q1
–
Sell
-6,732
Closed
-$317K
–
2009
2021
Q4
$317K
Buy
6,732
+246
+4%
+$11.2K
﹤0.01%
1463
2021
Q3
$301K
Sell
6,486
-200
-3%
-$8.74K
﹤0.01%
1440
2021
Q2
$262K
Buy
+6,686
New
+$256K
﹤0.01%
1501
Other funds holding SGI
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Select Equity Group
New York
$18.8B AUM
17.33%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
LP
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
$2.9T AUM
29.55%
1-Year Est. Return
BW
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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close