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BFC Planning, Inc.’s Somnigroup International SGI Stock Holding History

BFC Planning, 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 		$58.1K Buy
935
+214
+30% +$14.5K ﹤0.01% 1475
2026
Q2 		$56.5K Sell
721
-1,758
-71% -$129K ﹤0.01% 1492
2026
Q1 		$183K Sell
2,479
-8
-0.3% -$694 0.01% 904
2025
Q4 		$222K Sell
2,487
-25
-1% -$2.18K 0.01% 841
2025
Q3 		$212K Buy
2,512
+1,792
+249% +$141K 0.02% 649
2025
Q2 		$49K Buy
720
+22
+3% +$1.38K ﹤0.01% 1138
2025
Q1 		$41.8K Hold
698
– – ﹤0.01% 1174
2024
Q4 		$39.6K Hold
698
– – ﹤0.01% 1206
2024
Q3 		$38.1K Buy
+698
New +$35.5K ﹤0.01% 1191

Other funds holding SGI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Abrams Capital Management
Abrams Capital Management Boston, Massachusetts $4.81B AUM 10.43% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 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
Timucuan Asset Management
Timucuan Asset Management Jacksonville, Florida $2.7B AUM 9.76% 1-Year Est. Return

BFC Planning, Inc.'s SGI Position: Q3 2026 in Review

BFC Planning, Inc. increased its Somnigroup International (SGI) stake by 30% in Q3 2026, buying an estimated $14.5K and bringing the position to 935 shares worth $58.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

BFC Planning, Inc. first reported a position in SGI in Q3 2024 and has held it in 9 quarters since. The position peaked at $222K in Q4 2025. 425 funds tracked by Wall St. Rank hold SGI as of Q3 2026.

  • BFC Planning, Inc. held 935 shares of Somnigroup International worth $58.1K as of Q3 2026.
  • BFC Planning, Inc. bought 214 Somnigroup International shares in Q3 2026, an estimated $14.5K.
  • Somnigroup International made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1475 holding.
  • BFC Planning, Inc. first reported a position in Somnigroup International in Q3 2024 and has held it in 9 quarters since.
  • BFC Planning, Inc.'s Somnigroup International position peaked at $222K in Q4 2025.
  • 425 funds tracked by Wall St. Rank held Somnigroup International as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.