PS
SGI

Principal Securities’s Somnigroup International SGI Stock Holding History

Principal Securities’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 		$266K Sell
3,388
-333
-9% -$24.4K ﹤0.01% 1383
2026
Q1 		$275K Buy
3,721
+148
+4% +$12.8K ﹤0.01% 1251
2025
Q4 		$319K Buy
3,573
+180
+5% +$15.7K ﹤0.01% 1122
2025
Q3 		$286K Buy
3,393
+326
+11% +$25.7K ﹤0.01% 1136
2025
Q2 		$209K Buy
3,067
+2,748
+861% +$173K ﹤0.01% 1220
2025
Q1 		$18.1K Hold
319
– – ﹤0.01% 2253
2024
Q4 		$18.1K Buy
319
+51
+19% +$2.72K ﹤0.01% 2251
2024
Q3 		$14.6K Sell
268
-272
-50% -$13.8K ﹤0.01% 2270
2024
Q2 		$25.6K Sell
540
-294
-35% -$14.9K ﹤0.01% 1937
2024
Q1 		$47.4K Buy
834
+47
+6% +$2.45K ﹤0.01% 1598
2023
Q4 		$40.1K Buy
+787
New +$33.4K ﹤0.01% 1586

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

Principal Securities's SGI Position: Q2 2026 in Review

Principal Securities reduced its Somnigroup International (SGI) stake by 8.9% in Q2 2026, selling an estimated $24.4K and leaving 3,388 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

Principal Securities first reported a position in SGI in Q4 2023 and has held it in 11 quarters since. The position peaked at $319K in Q4 2025. 539 funds tracked by Wall St. Rank hold SGI as of Q2 2026.

  • Principal Securities held 3,388 shares of Somnigroup International worth $266K as of Q2 2026.
  • Principal Securities sold 333 Somnigroup International shares in Q2 2026, an estimated $24.4K.
  • Somnigroup International made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1383 holding.
  • Principal Securities first reported a position in Somnigroup International in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Somnigroup International position peaked at $319K in Q4 2025.
  • 539 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.