Larson Financial Group
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Larson Financial Group’s Somnigroup International SGI Stock Holding History

Larson Financial Group’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 		$62.3K Buy
1,003
+842
+523% +$57K ﹤0.01% 1498
2026
Q2 		$12.6K Buy
161
+61
+61% +$4.47K ﹤0.01% 2258
2026
Q1 		$7.39K Buy
100
+62
+163% +$5.38K ﹤0.01% 2411
2025
Q4 		$3.39K Buy
38
+9
+31% +$786 ﹤0.01% 2617
2025
Q3 		$2.45K Buy
29
+26
+867% +$2.05K ﹤0.01% 2623
2025
Q2 		$204 Hold
3
– – ﹤0.01% 3057
2025
Q1 		$180 Hold
3
– – ﹤0.01% 2813
2024
Q4 		$170 Hold
3
– – ﹤0.01% 2485
2024
Q3 		$164 Buy
3
+1
+50% +$51 ﹤0.01% 2424
2024
Q2 		$95 Hold
2
– – ﹤0.01% 2256
2024
Q1 		$114 Hold
2
– – ﹤0.01% 1690
2023
Q4 		$102 Buy
+2
New +$85 ﹤0.01% 1708
2023
Q3 		– Sell
-571
Closed -$22.9K – 1769
2023
Q2 		$22.9K Buy
571
+1
+0.2% +$38 ﹤0.01% 709
2023
Q1 		$22.5K Buy
570
+2
+0.4% +$80 ﹤0.01% 711
2022
Q4 		$19.5K Buy
568
+2
+0.4% +$60 ﹤0.01% 695
2022
Q3 		$14K Buy
566
+2
+0.4% +$52 ﹤0.01% 712
2022
Q2 		$12K Buy
564
+2
+0.4% +$52 ﹤0.01% 678
2022
Q1 		$16K Buy
562
+2
+0.4% +$74 ﹤0.01% 563
2021
Q4 		$26K Buy
560
+1
+0.2% +$45 ﹤0.01% 496
2021
Q3 		$26K Buy
559
+1
+0.2% +$44 0.01% 420
2021
Q2 		$22K Buy
558
+1
+0.2% +$38 0.01% 426
2021
Q1 		$20K Buy
557
+1
+0.2% +$32 0.01% 422
2020
Q4 		$15K Hold
556
– – 0.01% 429
2020
Q3 		$12K Buy
+556
New +$11.5K ﹤0.01% 418

Other funds holding SGI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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

Larson Financial Group's SGI Position: Q3 2026 in Review

Larson Financial Group increased its Somnigroup International (SGI) stake by 523% in Q3 2026, buying an estimated $57K and bringing the position to 1,003 shares worth $62.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1498.

Larson Financial Group first reported a position in SGI in Q3 2020 and has held it in 24 quarters since. 355 funds tracked by Wall St. Rank hold SGI as of Q3 2026.

  • Larson Financial Group held 1,003 shares of Somnigroup International worth $62.3K as of Q3 2026.
  • Larson Financial Group bought 842 Somnigroup International shares in Q3 2026, an estimated $57K.
  • Somnigroup International made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1498 holding.
  • Larson Financial Group first reported a position in Somnigroup International in Q3 2020 and has held it in 24 quarters since.
  • 355 funds tracked by Wall St. Rank held Somnigroup International as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.