KFI
SGI

Key Financial Inc’s Somnigroup International SGI Stock Holding History

Key Financial 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
Q1 		$9.98K Hold
135
– – ﹤0.01% 883
2025
Q4 		$12.1K Hold
135
– – ﹤0.01% 838
2025
Q3 		$11.2K Hold
135
– – ﹤0.01% 852
2025
Q2 		$9.19K Hold
135
– – ﹤0.01% 875
2025
Q1 		$8.08K Hold
135
– – ﹤0.01% 872
2024
Q4 		$7.65K Hold
135
– – ﹤0.01% 878
2024
Q3 		$7.37K Hold
135
– – ﹤0.01% 869
2024
Q2 		$6.39K Hold
135
– – ﹤0.01% 892
2024
Q1 		$7.67K Hold
135
– – ﹤0.01% 826
2023
Q4 		$6.88K Hold
135
– – ﹤0.01% 834
2023
Q3 		$5.85K Hold
135
– – ﹤0.01% 853
2023
Q2 		$5.41K Buy
+135
New +$5.08K ﹤0.01% 912

Other funds holding SGI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Select Equity Group
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
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