SEC 13F Intelligence

SGIIXFIRST EAGLE GLOBAL FUND CLASS I

CUSIP 32008F606 · Yahoo Finance ↗ · Google Finance ↗

First Eagle Global Fund Class I (SGIIX) has 7 institutional holders in Filings Flow’s 13F database, together reporting 14.6K shares worth $1M as of Q1 2026. The largest reported holders are Westside Investment Management, Inc., Hemenway Trust Co LLC, and Mcilrath & Eck, LLC.

Institutional Holders
7
Q1 2026
Reported Value
$1M
Ticker
SGIIX
Quarters Tracked
29

Ownership Trend

Institutional holders
Q1 ’19: 2Q1 ’19Q2 ’19: 3Q3 ’19: 3Q4 ’19: 4Q1 ’20: 2Q1 ’20Q2 ’20: 1Q3 ’20: 2Q4 ’20: 4Q1 ’21: 2Q1 ’21Q2 ’21: 5Q3 ’21: 4Q4 ’21: 6Q1 ’22: 6Q1 ’22Q2 ’22: 4Q3 ’22: 5Q4 ’22: 4Q1 ’23: 6Q1 ’23Q2 ’23: 6Q3 ’23: 7Q4 ’23: 5Q1 ’24: 3Q1 ’24Q2 ’24: 6Q3 ’24: 3Q4 ’24: 3Q1 ’25: 4Q1 ’25Q2 ’25: 5Q3 ’25: 6Q4 ’25: 6Q1 ’26: 7Q1 ’26filingsflow.com
Total reported value
Q1 ’19: $1MQ1 ’19Q2 ’19: $2MQ3 ’19: $3MQ4 ’19: $7MQ1 ’20: $3MQ1 ’20Q2 ’20: $593,000Q3 ’20: $781,000Q4 ’20: $422,000Q1 ’21: $417,000Q1 ’21Q2 ’21: $81MQ3 ’21: $98MQ4 ’21: $98MQ1 ’22: $102MQ1 ’22Q2 ’22: $102MQ3 ’22: $84MQ4 ’22: $95MQ1 ’23: $1MQ1 ’23Q2 ’23: $1MQ3 ’23: $8MQ4 ’23: $648,244Q1 ’24: $293,036Q1 ’24Q2 ’24: $8MQ3 ’24: $457,313Q4 ’24: $2MQ1 ’25: $497,969Q1 ’25Q2 ’25: $552,613Q3 ’25: $834,461Q4 ’25: $915,554Q1 ’26: $1MQ1 ’26filingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
Westside Investment Management, Inc.$653M AUM0.07%$475,3735.8KQ1 2026
Hemenway Trust Co LLC$1.2B AUM0.02%$238,0762.9KQ1 2026
McIlrath & Eck, LLC$1.3B AUM0.01%$193,6712.3KQ1 2026
KELLEHER FINANCIAL ADVISORS$395M AUM0.04%$174,0582.1KQ1 2026
Motiv8 Investments LLC$183M AUM0.06%$111,0001.4KQ4 2025OLDER
Oakworth Capital, Inc.$1.9B AUM0.00%$61,043740Q1 2026
Coston, McIsaac & Partners$443M AUM0.01%$55,000668Q1 2026
Brooklyn Investment Group$3.2B AUM0.00%$22,439290Q2 2025OLDER
Financial Gravity Asset Management, Inc.$562M AUM0.00%$6,59780Q1 2026
Luminist Capital LLC$75M AUM0.00%$6258Q2 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.