Root Financial Partners
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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
Q3 		$18.3K Buy
+295
New +$20K ﹤0.01% 1601
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% -$3.14K ﹤0.01% 1213
2025
Q3 		$20.9K Buy
+248
New +$19.5K ﹤0.01% 1099

Other funds holding SGI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
North Growth Management
North Growth Management Vancouver, British Columbia, Canada $743M AUM 74.29% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Root Financial Partners's SGI Position: Q3 2026 in Review

Root Financial Partners opened a new position in Somnigroup International (SGI) in Q3 2026: 295 shares worth $18.3K. The stake represents ﹤0.01% of the portfolio and ranks #1601 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SGI as recently as Q1 2026.

Root Financial Partners first reported a position in SGI in Q3 2025 and has held it in 4 quarters since. The position peaked at $20.9K in Q3 2025. 232 funds tracked by Wall St. Rank hold SGI as of Q3 2026.

  • Root Financial Partners held 295 shares of Somnigroup International worth $18.3K as of Q3 2026.
  • Somnigroup International was a new Root Financial Partners position in Q3 2026.
  • Somnigroup International made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1601 holding.
  • Root Financial Partners first reported a position in Somnigroup International in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Somnigroup International position peaked at $20.9K in Q3 2025.
  • 232 funds tracked by Wall St. Rank held Somnigroup International as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.