Ellevest Inc
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Ellevest Inc’s Somnigroup International SGI Stock Holding History

Ellevest Inc’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 		– Sell
-3,263
Closed -$254K – 510
2026
Q2 		$254K Sell
3,263
-172
-5% -$12.6K 0.03% 393
2026
Q1 		$254K Buy
3,435
+432
+14% +$37.5K 0.04% 357
2025
Q4 		$268K Buy
3,003
+242
+9% +$21.1K 0.04% 348
2025
Q3 		$233K Buy
+2,761
New +$218K 0.03% 385
2023
Q2 		– Sell
-96
Closed -$3.79K – 1699
2023
Q1 		$3.79K Buy
96
+12
+14% +$477 ﹤0.01% 1283
2022
Q4 		$2.88K Hold
84
– – ﹤0.01% 1314
2022
Q3 		$2K Hold
84
– – ﹤0.01% 1392
2022
Q2 		$2K Sell
84
-15
-15% -$387 ﹤0.01% 1184
2022
Q1 		$3K Hold
99
– – ﹤0.01% 1155
2021
Q4 		$5K Sell
99
-53
-35% -$2.4K ﹤0.01% 1023
2021
Q3 		$7K Hold
152
– – ﹤0.01% 904
2021
Q2 		$6K Buy
152
+7
+5% +$268 ﹤0.01% 881
2021
Q1 		$5K Buy
145
+1
+0.7% +$32 ﹤0.01% 919
2020
Q4 		$4K Buy
144
+24
+20% +$585 ﹤0.01% 881
2020
Q3 		$3K Buy
120
+28
+30% +$579 ﹤0.01% 863
2020
Q2 		$2K Buy
92
+68
+283% +$976 ﹤0.01% 925
2020
Q1 		$0 Buy
+24
New +$456 ﹤0.01% 1332

Other funds holding SGI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Ellevest Inc's SGI Position: Q3 2026 in Review

Ellevest Inc sold out of Somnigroup International (SGI) in Q3 2026, closing a stake of 3,263 shares — an estimated $254K sold.

Ellevest Inc first reported a position in SGI in Q1 2020 and held it in 17 quarters. The position peaked at $268K in Q4 2025. 293 funds tracked by Wall St. Rank hold SGI as of Q3 2026.

  • Ellevest Inc reported no remaining Somnigroup International position as of Q3 2026 after selling out during the quarter.
  • Ellevest Inc sold 3,263 Somnigroup International shares in Q3 2026, an estimated $254K.
  • Ellevest Inc first reported a position in Somnigroup International in Q1 2020 and held it in 17 quarters.
  • Ellevest Inc's Somnigroup International position peaked at $268K in Q4 2025.
  • 293 funds tracked by Wall St. Rank held Somnigroup International as of Q3 2026.

Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.