MFG
SGI

Merit Financial Group’s Somnigroup International SGI Stock Holding History

Merit 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
Q1 		– Sell
-3,279
Closed -$293K – 2213
2025
Q4 		$293K Buy
3,279
+865
+36% +$75.6K ﹤0.01% 1573
2025
Q3 		$204K Buy
+2,414
New +$190K ﹤0.01% 1667
2024
Q3 		– Sell
-10,680
Closed -$506K – 979
2024
Q2 		$506K Buy
+10,680
New +$541K 0.01% 574

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

Merit Financial Group's SGI Position: Q1 2026 in Review

Merit Financial Group sold out of Somnigroup International (SGI) in Q1 2026, closing a stake of 3,279 shares — an estimated $293K sold.

Merit Financial Group first reported a position in SGI in Q2 2024 and held it in 3 quarters. The position peaked at $506K in Q2 2024. 523 funds tracked by Wall St. Rank hold SGI as of Q1 2026.

  • Merit Financial Group reported no remaining Somnigroup International position as of Q1 2026 after selling out during the quarter.
  • Merit Financial Group sold 3,279 Somnigroup International shares in Q1 2026, an estimated $293K.
  • Merit Financial Group first reported a position in Somnigroup International in Q2 2024 and held it in 3 quarters.
  • Merit Financial Group's Somnigroup International position peaked at $506K in Q2 2024.
  • 523 funds tracked by Wall St. Rank held Somnigroup International as of Q1 2026.

Based on Merit Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.