Financial Management Professionals’s Somnigroup International SGI Stock Holding History

Financial Management Professionals’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 Q2	$157	Hold	2	–	–	﹤0.01%	1020
2026 Q1	$148	Hold	2	–	–	﹤0.01%	943
2025 Q4	$179	Hold	2	–	–	﹤0.01%	947
2025 Q3	$169	Hold	2	–	–	﹤0.01%	926
2025 Q2	$136	Hold	2	–	–	﹤0.01%	993
2025 Q1	$120	Buy	+2	New	+$121	﹤0.01%	976
2024 Q4	–	Sell	-14	Closed	-$1K	–	1057
2024 Q3	$1K	Hold	14	–	–	﹤0.01%	911
2024 Q2	$1K	Hold	14	–	–	﹤0.01%	879
2024 Q1	$1K	Hold	14	–	–	﹤0.01%	928
2023 Q4	$1K	Hold	14	–	–	﹤0.01%	916
2023 Q3	$1K	Hold	14	–	–	﹤0.01%	856
2023 Q2	$1K	Hold	14	–	–	﹤0.01%	895
2023 Q1	$1K	Hold	14	–	–	﹤0.01%	974
2022 Q4	$0	Buy	+14	New	+$421	﹤0.01%	1108
2022 Q1	–	Sell	-32	Closed	-$2K	–	1176
2021 Q4	$2K	Buy	+32	New	+$1.45K	﹤0.01%	768

Other funds holding SGI

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Vista Investment Partners Oklahoma City, Oklahoma $396M AUM 34.86% 1-Year Est. Return

Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return