DFA
SGI

DHK Financial Advisors’s Somnigroup International SGI Stock Holding History

DHK Financial Advisors’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
2025
Q2 		$1.23M Buy
18,013
+1
+0% +$63 0.7% 33
2025
Q1 		$1.08M Sell
18,012
-1,814
-9% -$110K 0.59% 38
2024
Q4 		$1.12M Sell
19,826
-3,999
-17% -$213K 0.68% 33
2024
Q3 		$1.3M Sell
23,825
-1,084
-4% -$55.1K 0.8% 27
2024
Q2 		$1.18M Buy
+24,909
New +$1.26M 0.82% 26

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.69B AUM 9.16% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

DHK Financial Advisors's SGI Position: Q2 2025 in Review

DHK Financial Advisors increased its Somnigroup International (SGI) stake by 0.01% in Q2 2025, buying an estimated $63 and bringing the position to 18,013 shares worth $1.23M. The position accounts for 0.7% of the portfolio, ranked #33.

DHK Financial Advisors first reported a position in SGI in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.3M in Q3 2024. 427 funds tracked by Wall St. Rank hold SGI as of Q2 2025.

  • DHK Financial Advisors held 18,013 shares of Somnigroup International worth $1.23M as of Q2 2025.
  • DHK Financial Advisors bought 1 Somnigroup International share in Q2 2025, an estimated $63.
  • Somnigroup International made up 0.7% of DHK Financial Advisors's portfolio in Q2 2025, its #33 holding.
  • DHK Financial Advisors first reported a position in Somnigroup International in Q2 2024 and has held it in 5 quarters since.
  • DHK Financial Advisors's Somnigroup International position peaked at $1.3M in Q3 2024.
  • 427 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.