Planning Strategies Inc.’s Somnigroup International SGI Stock Holding History

Planning Strategies Inc.’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	$1.18K	Buy	+15	New	+$1.1K	﹤0.01%	719

Other funds holding SGI

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Highlander Partners Dallas, Texas $298M AUM 53.88% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Planning Strategies Inc.'s SGI Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Somnigroup International (SGI) in Q2 2026: 15 shares worth $1.18K. The stake represents ﹤0.01% of the portfolio and ranks #719 among its holdings.

125 funds tracked by Wall St. Rank hold SGI as of Q2 2026.

Planning Strategies Inc. held 15 shares of Somnigroup International worth $1.18K as of Q2 2026.
Somnigroup International was a new Planning Strategies Inc. position in Q2 2026.
Somnigroup International made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #719 holding.
125 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.