AF
SGRY icon

Allworth Financial’s Surgery Partners SGRY Stock Holding History

Allworth Financial’s Portfolio SGRY Stock Details SGRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.3K Buy
789
+237
+43% +$3.33K ﹤0.01% 3527
2026
Q1 		$6.58K Buy
552
+144
+35% +$2.07K ﹤0.01% 3789
2025
Q4 		$6.3K Sell
408
-23
-5% -$423 ﹤0.01% 3569
2025
Q3 		$9.33K Buy
431
+76
+21% +$1.7K ﹤0.01% 3176
2025
Q2 		$7.89K Buy
355
+40
+13% +$889 ﹤0.01% 3009
2025
Q1 		$6.88K Buy
315
+3
+1% +$71 ﹤0.01% 2599
2024
Q4 		$6.35K Buy
312
+151
+94% +$3.96K ﹤0.01% 2645
2024
Q3 		$5.19K Buy
161
+22
+16% +$650 ﹤0.01% 2552
2024
Q2 		$4.04K Buy
139
+129
+1,290% +$3.31K ﹤0.01% 2608
2024
Q1 		$299 Hold
10
– – ﹤0.01% 3396
2023
Q4 		$320 Buy
10
+6
+150% +$174 ﹤0.01% 3227
2023
Q3 		$117 Buy
+4
New +$144 ﹤0.01% 3324
2022
Q2 		– Sell
-3
Closed – – 2763
2022
Q1 		$0 Buy
+3
New +$148 ﹤0.01% 2353

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KSCM
King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Allworth Financial's SGRY Position: Q2 2026 in Review

Allworth Financial increased its Surgery Partners (SGRY) stake by 43% in Q2 2026, buying an estimated $3.33K and bringing the position to 789 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3527.

Allworth Financial first reported a position in SGRY in Q1 2022 and has held it in 13 quarters since. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Allworth Financial held 789 shares of Surgery Partners worth $13.3K as of Q2 2026.
  • Allworth Financial bought 237 Surgery Partners shares in Q2 2026, an estimated $3.33K.
  • Surgery Partners made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3527 holding.
  • Allworth Financial first reported a position in Surgery Partners in Q1 2022 and has held it in 13 quarters since.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.