Bank of New York Mellon’s Surgery Partners SGRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.38M | Buy |
320,206
+19,185
| +6% | +$269K | ﹤0.01% | 2400 |
|
|
2026
Q1 | $3.59M | Sell |
301,021
-7,540
| -2% | -$108K | ﹤0.01% | 2502 |
|
|
2025
Q4 | $4.77M | Sell |
308,561
-2,390
| -0.8% | -$43.9K | ﹤0.01% | 2353 |
|
|
2025
Q3 | $6.73M | Buy |
310,951
+6,596
| +2% | +$147K | ﹤0.01% | 2153 |
|
|
2025
Q2 | $6.77M | Sell |
304,355
-37,347
| -11% | -$830K | ﹤0.01% | 2101 |
|
|
2025
Q1 | $8.12M | Buy |
341,702
+926
| +0.3% | +$21.9K | ﹤0.01% | 1962 |
|
|
2024
Q4 | $7.21M | Buy |
340,776
+51,187
| +18% | +$1.34M | ﹤0.01% | 2099 |
|
|
2024
Q3 | $9.34M | Sell |
289,589
-57,896
| -17% | -$1.71M | ﹤0.01% | 1973 |
|
|
2024
Q2 | $8.27M | Buy |
347,485
+38,285
| +12% | +$982K | ﹤0.01% | 2061 |
|
|
2024
Q1 | $9.22M | Sell |
309,200
-14,913
| -5% | -$467K | ﹤0.01% | 2000 |
|
|
2023
Q4 | $10.4M | Buy |
324,113
+6,130
| +2% | +$178K | ﹤0.01% | 1972 |
|
|
2023
Q3 | $9.3M | Buy |
317,983
+18,900
| +6% | +$680K | ﹤0.01% | 1984 |
|
|
2023
Q2 | $13.5M | Buy |
299,083
+62,839
| +27% | +$2.4M | ﹤0.01% | 1786 |
|
|
2023
Q1 | $8.14M | Buy |
236,244
+4,739
| +2% | +$154K | ﹤0.01% | 2029 |
|
|
2022
Q4 | $6.45M | Buy |
231,505
+70,839
| +44% | +$1.88M | ﹤0.01% | 2186 |
|
|
2022
Q3 | $3.76M | Buy |
160,666
+15,653
| +11% | +$500K | ﹤0.01% | 2450 |
|
|
2022
Q2 | $4.19M | Buy |
145,013
+7,351
| +5% | +$321K | ﹤0.01% | 2402 |
|
|
2022
Q1 | $7.58M | Buy |
137,662
+900
| +0.7% | +$44.5K | ﹤0.01% | 2228 |
|
|
2021
Q4 | $7.3M | Buy |
136,762
+11,877
| +10% | +$551K | ﹤0.01% | 2267 |
|
|
2021
Q3 | $5.29M | Sell |
124,885
-11,079
| -8% | -$565K | ﹤0.01% | 2457 |
|
|
2021
Q2 | $9.06M | Buy |
135,964
+4,816
| +4% | +$262K | ﹤0.01% | 2196 |
|
|
2021
Q1 | $5.8M | Buy |
131,148
+41,916
| +47% | +$1.56M | ﹤0.01% | 2376 |
|
|
2020
Q4 | $2.59M | Buy |
89,232
+677
| +0.8% | +$16.8K | ﹤0.01% | 2690 |
|
|
2020
Q3 | $1.94M | Sell |
88,555
-644
| -0.7% | -$11.4K | ﹤0.01% | 2689 |
|
|
2020
Q2 | $1.03M | Sell |
89,199
-7,985
| -8% | -$87.5K | ﹤0.01% | 3096 |
|
|
2020
Q1 | $635K | Buy |
97,184
+366
| +0.4% | +$5.22K | ﹤0.01% | 3249 |
|
|
2019
Q4 | $1.52M | Buy |
96,818
+884
| +0.9% | +$10K | ﹤0.01% | 2995 |
|
|
2019
Q3 | $709K | Buy |
95,934
+3,726
| +4% | +$26.7K | ﹤0.01% | 3357 |
|
|
2019
Q2 | $751K | Buy |
92,208
+5,526
| +6% | +$55.1K | ﹤0.01% | 3379 |
|
|
2019
Q1 | $977K | Buy |
86,682
+922
| +1% | +$11.6K | ﹤0.01% | 3198 |
|
|
2018
Q4 | $839K | Sell |
85,760
-471
| -0.5% | -$6.32K | ﹤0.01% | 3208 |
|
|
2018
Q3 | $1.42M | Sell |
86,231
-7,540
| -8% | -$120K | ﹤0.01% | 3053 |
|
|
2018
Q2 | $1.4M | Buy |
93,771
+7,332
| +8% | +$123K | ﹤0.01% | 3056 |
|
|
2018
Q1 | $1.48M | Sell |
86,439
-2,693
| -3% | -$42K | ﹤0.01% | 2989 |
|
|
2017
Q4 | $1.08M | Sell |
89,132
-14,591
| -14% | -$139K | ﹤0.01% | 3205 |
|
|
2017
Q3 | $1.07M | Buy |
103,723
+204
| +0.2% | +$2.92K | ﹤0.01% | 3178 |
|
|
2017
Q2 | $2.36M | Sell |
103,519
-10,459
| -9% | -$215K | ﹤0.01% | 2761 |
|
|
2017
Q1 | $2.22M | Buy |
113,978
+25,120
| +28% | +$488K | ﹤0.01% | 2790 |
|
|
2016
Q4 | $1.41M | Buy |
88,858
+16,077
| +22% | +$267K | ﹤0.01% | 3071 |
|
|
2016
Q3 | $1.47M | Buy |
72,781
+176
| +0.2% | +$3.23K | ﹤0.01% | 2958 |
|
|
2016
Q2 | $1.3M | Buy |
72,605
+22,540
| +45% | +$335K | ﹤0.01% | 2984 |
|
|
2016
Q1 | $663K | Buy |
50,065
+4,783
| +11% | +$73.9K | ﹤0.01% | 3303 |
|
|
2015
Q4 | $927K | Buy |
+45,282
| New | +$865K | ﹤0.01% | 3216 |
|
Other funds holding SGRY
PC
N
PCM
TWC
Bank of New York Mellon's SGRY Position: Q2 2026 in Review
Bank of New York Mellon increased its Surgery Partners (SGRY) stake by 6.4% in Q2 2026, buying an estimated $269K and bringing the position to 320,206 shares worth $5.38M. The position accounts for ﹤0.01% of the portfolio, ranked #2400.
Bank of New York Mellon first reported a position in SGRY in Q4 2015 and has held it in 43 quarters since. The position peaked at $13.5M in Q2 2023. 80 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.
- Bank of New York Mellon held 320,206 shares of Surgery Partners worth $5.38M as of Q2 2026.
- Bank of New York Mellon bought 19,185 Surgery Partners shares in Q2 2026, an estimated $269K.
- Surgery Partners made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #2400 holding.
- Bank of New York Mellon first reported a position in Surgery Partners in Q4 2015 and has held it in 43 quarters since.
- Bank of New York Mellon's Surgery Partners position peaked at $13.5M in Q2 2023.
- 80 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.
Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.