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Valeo Financial Advisors’s Somnigroup International SGI Stock Holding History

Valeo Financial Advisors’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 		$299K Buy
+4,819
New +$326K 0.01% 632
2021
Q2 		– Sell
-6
Closed – – 1889
2021
Q1 		$0 Buy
+6
New +$194 ﹤0.01% 2212
2020
Q3 		– Sell
-12
Closed – – 2193
2020
Q2 		$0 Buy
+12
New +$172 ﹤0.01% 2184

Other funds holding SGI

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Valeo Financial Advisors's SGI Position: Q3 2026 in Review

Valeo Financial Advisors opened a new position in Somnigroup International (SGI) in Q3 2026: 4,819 shares worth $299K. The stake represents 0.01% of the portfolio and ranks #632 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in SGI as recently as Q1 2021.

Valeo Financial Advisors first reported a position in SGI in Q2 2020 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold SGI as of Q3 2026.

  • Valeo Financial Advisors held 4,819 shares of Somnigroup International worth $299K as of Q3 2026.
  • Somnigroup International was a new Valeo Financial Advisors position in Q3 2026.
  • Somnigroup International made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #632 holding.
  • Valeo Financial Advisors first reported a position in Somnigroup International in Q2 2020 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held Somnigroup International as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.