Barclays
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Barclays’s Surgery Partners SGRY Stock Holding History

Barclays’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
2025
Q4 		– Sell
-640,000
Closed -$13.8M – 5637
2025
Q3 		$13.8M Hold
640,000
– – ﹤0.01% 1439
2025
Q2 		$14.2M Buy
+640,000
New +$14.2M ﹤0.01% 1328

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

Barclays's SGRY Position: Q2 2026 in Review

Barclays reduced its Surgery Partners (SGRY) stake by 49% in Q2 2026, selling an estimated $313K and leaving 22,858 shares worth $384K. The position accounts for ﹤0.01% of the portfolio, ranked #3358.

Barclays first reported a position in SGRY in Q4 2015 and has held it in 43 quarters since. The position peaked at $8.47M in Q3 2023. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Barclays held 22,858 shares of Surgery Partners worth $384K as of Q2 2026.
  • Barclays sold 22,267 Surgery Partners shares in Q2 2026, an estimated $313K.
  • Surgery Partners made up ﹤0.01% of Barclays's portfolio in Q2 2026, its #3358 holding.
  • Barclays first reported a position in Surgery Partners in Q4 2015 and has held it in 43 quarters since.
  • Barclays's Surgery Partners position peaked at $8.47M in Q3 2023.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Barclays's 13F filing for Q2 2026, filed 14 Aug 2026.