RFP
SGI

Root Financial Partners’s Somnigroup International SGI Stock Holding History

Root Financial Partners’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 		– Sell
-184
Closed -$13.6K – 3406
2026
Q1 		$13.6K Sell
184
-28
-13% -$2.43K ﹤0.01% 1540
2025
Q4 		$18.9K Sell
212
-36
-15% -$3.15K ﹤0.01% 1213
2025
Q3 		$20.9K Buy
+248
New +$19.5K ﹤0.01% 1099

Other funds holding SGI

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
HP
Highlander Partners Dallas, Texas $298M AUM 53.88% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
NGM
North Growth Management Vancouver, British Columbia, Canada $780M AUM 102.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Root Financial Partners's SGI Position: Q2 2026 in Review

Root Financial Partners sold out of Somnigroup International (SGI) in Q2 2026, closing a stake of 184 shares — an estimated $13.6K sold.

Root Financial Partners first reported a position in SGI in Q3 2025 and held it in 3 quarters. The position peaked at $20.9K in Q3 2025. 125 funds tracked by Wall St. Rank hold SGI as of Q2 2026.

  • Root Financial Partners reported no remaining Somnigroup International position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 184 Somnigroup International shares in Q2 2026, an estimated $13.6K.
  • Root Financial Partners first reported a position in Somnigroup International in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Somnigroup International position peaked at $20.9K in Q3 2025.
  • 125 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.