OF
SGI

Optimize Financial’s Somnigroup International SGI Stock Holding History

Optimize Financial’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
Q2 		$620K Sell
7,912
-27
-0.3% -$1.98K 0.22% 87
2026
Q1 		$587K Buy
+7,939
New +$689K 0.29% 75

Other funds holding SGI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.69B AUM 9.16% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

Optimize Financial's SGI Position: Q2 2026 in Review

Optimize Financial reduced its Somnigroup International (SGI) stake by 0.34% in Q2 2026, selling an estimated $1.98K and leaving 7,912 shares worth $620K. The position accounts for 0.22% of the portfolio, ranked #87.

Optimize Financial first reported a position in SGI in Q1 2026 and has held it in 2 quarters since. 540 funds tracked by Wall St. Rank hold SGI as of Q2 2026.

  • Optimize Financial held 7,912 shares of Somnigroup International worth $620K as of Q2 2026.
  • Optimize Financial sold 27 Somnigroup International shares in Q2 2026, an estimated $1.98K.
  • Somnigroup International made up 0.22% of Optimize Financial's portfolio in Q2 2026, its #87 holding.
  • Optimize Financial first reported a position in Somnigroup International in Q1 2026 and has held it in 2 quarters since.
  • 540 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.