SVB Wealth’s Somnigroup International SGI Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-258	Closed	-$15.4K	–	1708
2025 Q1	$15.4K	Buy	+258	New	+$15.6K	﹤0.01%	801

Other funds holding SGI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Browning West Los Angeles, California $1.62B AUM 22.28% 1-Year Est. Return

Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

SVB Wealth's SGI Position: Q2 2025 in Review

SVB Wealth sold out of Somnigroup International (SGI) in Q2 2025, closing a stake of 258 shares — an estimated $15.4K sold.

SVB Wealth first reported a position in SGI in Q1 2025 and held it in 1 quarter. The position peaked at $15.4K in Q1 2025. 427 funds tracked by Wall St. Rank hold SGI as of Q2 2025.

SVB Wealth reported no remaining Somnigroup International position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 258 Somnigroup International shares in Q2 2025, an estimated $15.4K.
SVB Wealth first reported a position in Somnigroup International in Q1 2025 and held it in 1 quarter.
SVB Wealth's Somnigroup International position peaked at $15.4K in Q1 2025.
427 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.