KFGK
SGI

Keystone Financial Group (Kentucky)’s Somnigroup International SGI Stock Holding History

Keystone Financial Group (Kentucky)’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 		$425K Sell
5,745
-199
-3% -$17.3K 0.03% 323
2025
Q4 		$531K Buy
5,944
+1
+0% +$87 0.04% 253
2025
Q3 		$501K Sell
5,943
-482
-8% -$38K 0.04% 234
2025
Q2 		$437K Buy
6,425
+1
+0% +$63 0.04% 249
2025
Q1 		$385K Buy
6,424
+1
+0% +$61 0.04% 250
2024
Q4 		$364K Sell
6,423
-999
-13% -$53.3K 0.04% 262
2024
Q3 		$405K Sell
7,422
-999
-12% -$50.8K 0.05% 228
2024
Q2 		$399K Sell
8,421
-99
-1% -$5.01K 0.14% 102
2024
Q1 		$484K Buy
8,520
+1
+0% +$52 0.07% 187
2023
Q4 		$434K Sell
8,519
-312
-4% -$13.2K 0.08% 167
2023
Q3 		$383K Buy
8,831
+314
+4% +$13.9K 0.06% 184
2023
Q2 		$341K Buy
+8,517
New +$320K 0.06% 199
2022
Q4 		$292K Buy
8,514
+1
+0% +$30 0.06% 207
2022
Q3 		$205K Buy
+8,513
New +$221K 0.04% 261
2022
Q2 		– Sell
-8,509
Closed -$238K – 305
2022
Q1 		$238K Buy
8,509
+1
+0% +$37 0.04% 257
2021
Q4 		$400K Buy
8,508
+1
+0% +$45 0.07% 190
2021
Q3 		$395K Buy
8,507
+1
+0% +$44 0.07% 189
2021
Q2 		$333K Sell
8,506
-349
-4% -$13.4K 0.06% 210
2021
Q1 		$324K Buy
8,855
+351
+4% +$11.4K 0.06% 198
2020
Q4 		$230K Buy
+8,504
New +$207K 0.05% 239
2020
Q2 		– Sell
-35,580
Closed -$389K – 236
2020
Q1 		$389K Buy
+35,580
New +$676K 0.13% 130

Other funds holding SGI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B 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

Keystone Financial Group (Kentucky)'s SGI Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) reduced its Somnigroup International (SGI) stake by 3.3% in Q1 2026, selling an estimated $17.3K and leaving 5,745 shares worth $425K. The position accounts for 0.03% of the portfolio, ranked #323.

Keystone Financial Group (Kentucky) first reported a position in SGI in Q1 2020 and has held it in 21 quarters since. The position peaked at $531K in Q4 2025. 523 funds tracked by Wall St. Rank hold SGI as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 5,745 shares of Somnigroup International worth $425K as of Q1 2026.
  • Keystone Financial Group (Kentucky) sold 199 Somnigroup International shares in Q1 2026, an estimated $17.3K.
  • Somnigroup International made up 0.03% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #323 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Somnigroup International in Q1 2020 and has held it in 21 quarters since.
  • Keystone Financial Group (Kentucky)'s Somnigroup International position peaked at $531K in Q4 2025.
  • 523 funds tracked by Wall St. Rank held Somnigroup International as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.