Bank of America
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Bank of America’s Surgery Partners SGRY Stock Holding History

Bank of America’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 		$14.8M Buy
1,239,982
+613,505
+98% +$8.81M ﹤0.01% 2636
2025
Q4 		$9.68M Sell
626,477
-317,334
-34% -$5.83M ﹤0.01% 2879
2025
Q3 		$20.4M Buy
943,811
+641,019
+212% +$14.3M ﹤0.01% 2605
2025
Q2 		$6.73M Sell
302,792
-65,782
-18% -$1.46M ﹤0.01% 3594
2025
Q1 		$8.75M Buy
368,574
+148,298
+67% +$3.51M ﹤0.01% 3273
2024
Q4 		$4.66M Sell
220,276
-334,759
-60% -$8.78M ﹤0.01% 3661
2024
Q3 		$17.9M Sell
555,035
-11,764
-2% -$347K ﹤0.01% 2507
2024
Q2 		$13.5M Buy
566,799
+172,308
+44% +$4.42M ﹤0.01% 2642
2024
Q1 		$11.8M Buy
394,491
+46,506
+13% +$1.45M ﹤0.01% 2836
2023
Q4 		$11.1M Buy
347,985
+56,636
+19% +$1.64M ﹤0.01% 2775
2023
Q3 		$8.52M Sell
291,349
-21,842
-7% -$785K ﹤0.01% 2879
2023
Q2 		$14.1M Buy
313,191
+4,614
+1% +$176K ﹤0.01% 2363
2023
Q1 		$10.6M Sell
308,577
-1,874
-0.6% -$60.8K ﹤0.01% 2762
2022
Q4 		$8.65M Buy
310,451
+9,983
+3% +$264K ﹤0.01% 2833
2022
Q3 		$7.03M Sell
300,468
-36,706
-11% -$1.17M ﹤0.01% 2989
2022
Q2 		$9.75M Sell
337,174
-13,254
-4% -$579K ﹤0.01% 2725
2022
Q1 		$19.3M Buy
350,428
+1,643
+0.5% +$81.3K ﹤0.01% 2168
2021
Q4 		$18.6M Buy
348,785
+50,290
+17% +$2.33M ﹤0.01% 2284
2021
Q3 		$12.6M Sell
298,495
-11,362
-4% -$580K ﹤0.01% 2603
2021
Q2 		$20.6M Buy
309,857
+39,766
+15% +$2.16M ﹤0.01% 2113
2021
Q1 		$12M Buy
270,091
+22,452
+9% +$834K ﹤0.01% 2550
2020
Q4 		$7.18M Sell
247,639
-87,705
-26% -$2.18M ﹤0.01% 2812
2020
Q3 		$7.34M Buy
335,344
+51,366
+18% +$913K ﹤0.01% 2558
2020
Q2 		$3.29M Buy
283,978
+15,575
+6% +$171K ﹤0.01% 3233
2020
Q1 		$1.75M Buy
268,403
+76,879
+40% +$1.1M ﹤0.01% 3583
2019
Q4 		$3M Sell
191,524
-2,282
-1% -$25.9K ﹤0.01% 3688
2019
Q3 		$1.43M Buy
193,806
+10,535
+6% +$75.4K ﹤0.01% 4308
2019
Q2 		$1.49M Sell
183,271
-4,644
-2% -$46.3K ﹤0.01% 4274
2019
Q1 		$2.12M Buy
187,915
+34,134
+22% +$430K ﹤0.01% 3945
2018
Q4 		$1.5M Sell
153,781
-6
-0% -$81 ﹤0.01% 4081
2018
Q3 		$2.54M Buy
153,787
+62,347
+68% +$995K ﹤0.01% 3797
2018
Q2 		$1.36M Sell
91,440
-9,665
-10% -$162K ﹤0.01% 4268
2018
Q1 		$1.74M Buy
101,105
+711
+0.7% +$11.1K ﹤0.01% 3987
2017
Q4 		$1.21M Sell
100,394
-49
-0% -$468 ﹤0.01% 4352
2017
Q3 		$1.04M Buy
100,443
+15,236
+18% +$218K ﹤0.01% 4481
2017
Q2 		$1.94M Sell
85,207
-68,573
-45% -$1.41M ﹤0.01% 3913
2017
Q1 		$3M Buy
153,780
+1,315
+0.9% +$25.6K ﹤0.01% 3512
2016
Q4 		$2.42M Buy
152,465
+24,344
+19% +$405K ﹤0.01% 3606
2016
Q3 		$2.59M Buy
128,121
+36,572
+40% +$672K ﹤0.01% 3432
2016
Q2 		$1.64M Sell
91,549
-722
-0.8% -$10.7K ﹤0.01% 3795
2016
Q1 		$1.22M Buy
92,271
+20,165
+28% +$312K ﹤0.01% 3971
2015
Q4 		$1.48M Buy
+72,106
New +$1.38M ﹤0.01% 4056

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of America's SGRY Position: Q1 2026 in Review

Bank of America increased its Surgery Partners (SGRY) stake by 98% in Q1 2026, buying an estimated $8.81M and bringing the position to 1,239,982 shares worth $14.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2636.

Bank of America first reported a position in SGRY in Q4 2015 and has held it in 42 quarters since. The position peaked at $20.6M in Q2 2021. 182 funds tracked by Wall St. Rank hold SGRY as of Q1 2026.

  • Bank of America held 1,239,982 shares of Surgery Partners worth $14.8M as of Q1 2026.
  • Bank of America bought 613,505 Surgery Partners shares in Q1 2026, an estimated $8.81M.
  • Surgery Partners made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #2636 holding.
  • Bank of America first reported a position in Surgery Partners in Q4 2015 and has held it in 42 quarters since.
  • Bank of America's Surgery Partners position peaked at $20.6M in Q2 2021.
  • 182 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.