Next Level Wealth Planning’s Somnigroup International SGI Stock Holding History

Next Level Wealth Planning’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	$3.85K	Buy	+62	New	+$4.2K	﹤0.01%	405

Other funds holding SGI

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

North Growth Management Vancouver, British Columbia, Canada $743M AUM 74.29% 1-Year Est. Return

Next Level Wealth Planning's SGI Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Somnigroup International (SGI) in Q3 2026: 62 shares worth $3.85K. The stake represents ﹤0.01% of the portfolio and ranks #405 among its holdings.

233 funds tracked by Wall St. Rank hold SGI as of Q3 2026.

Next Level Wealth Planning held 62 shares of Somnigroup International worth $3.85K as of Q3 2026.
Somnigroup International was a new Next Level Wealth Planning position in Q3 2026.
Somnigroup International made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #405 holding.
233 funds tracked by Wall St. Rank held Somnigroup International as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.