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Arlington Trust’s Surgery Partners SGRY Stock Holding History

Arlington Trust’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 		$487 Hold
29
– – ﹤0.01% 796
2026
Q1 		$346 Buy
+29
New +$416 ﹤0.01% 807

Other funds holding SGRY

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Arlington Trust's SGRY Position: Q2 2026 in Review

Arlington Trust held its Surgery Partners (SGRY) position steady in Q2 2026 at 29 shares worth $487. The position accounts for ﹤0.01% of the portfolio, ranked #796.

Arlington Trust first reported a position in SGRY in Q1 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Arlington Trust held 29 shares of Surgery Partners worth $487 as of Q2 2026.
  • Arlington Trust left its Surgery Partners share count unchanged in Q2 2026.
  • Surgery Partners made up ﹤0.01% of Arlington Trust's portfolio in Q2 2026, its #796 holding.
  • Arlington Trust first reported a position in Surgery Partners in Q1 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.