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Amalgamated Bank’s Surgery Partners SGRY Stock Holding History

Amalgamated Bank’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
Q1 		– Sell
-2,430
Closed -$38K – 2619
2025
Q4 		$38K Sell
2,430
-234
-9% -$4.3K ﹤0.01% 1899
2025
Q3 		$58K Hold
2,664
– – ﹤0.01% 1802
2025
Q2 		$59K Hold
2,664
– – ﹤0.01% 1799
2025
Q1 		$63K Buy
2,664
+9
+0.3% +$213 ﹤0.01% 1754
2024
Q4 		$56K Hold
2,655
– – ﹤0.01% 1812
2024
Q3 		$86K Hold
2,655
– – ﹤0.01% 1731
2024
Q2 		$63K Buy
2,655
+102
+4% +$2.62K ﹤0.01% 1809
2024
Q1 		$76K Sell
2,553
-7,601
-75% -$238K ﹤0.01% 1778
2023
Q4 		$325K Buy
10,154
+206
+2% +$5.98K ﹤0.01% 1616
2023
Q3 		$291K Buy
9,948
+701
+8% +$25.2K ﹤0.01% 1645
2023
Q2 		$416K Buy
9,247
+2,259
+32% +$86.2K ﹤0.01% 1521
2023
Q1 		$241K Sell
6,988
-1,053
-13% -$34.2K ﹤0.01% 1725
2022
Q4 		$224K Buy
8,041
+1,828
+29% +$48.4K ﹤0.01% 1818
2022
Q3 		$145K Buy
6,213
+88
+1% +$2.81K ﹤0.01% 1979
2022
Q2 		$177K Buy
6,125
+583
+11% +$25.5K ﹤0.01% 1928
2022
Q1 		$305K Sell
5,542
-429
-7% -$21.2K ﹤0.01% 1764
2021
Q4 		$319K Buy
5,971
+332
+6% +$15.4K ﹤0.01% 1787
2021
Q3 		$239K Sell
5,639
-347
-6% -$17.7K ﹤0.01% 1922
2021
Q2 		$399K Buy
+5,986
New +$325K ﹤0.01% 1756

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
KSCM
King Street Capital Management New York $190M AUM 16.01% 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
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Amalgamated Bank's SGRY Position: Q1 2026 in Review

Amalgamated Bank sold out of Surgery Partners (SGRY) in Q1 2026, closing a stake of 2,430 shares — an estimated $38K sold.

Amalgamated Bank first reported a position in SGRY in Q2 2021 and held it in 19 quarters. The position peaked at $416K in Q2 2023. 182 funds tracked by Wall St. Rank hold SGRY as of Q1 2026.

  • Amalgamated Bank reported no remaining Surgery Partners position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 2,430 Surgery Partners shares in Q1 2026, an estimated $38K.
  • Amalgamated Bank first reported a position in Surgery Partners in Q2 2021 and held it in 19 quarters.
  • Amalgamated Bank's Surgery Partners position peaked at $416K in Q2 2023.
  • 182 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.