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 $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

Barclays's SGRY Position: Q1 2026 in Review

Barclays reduced its Surgery Partners (SGRY) stake by 82% in Q1 2026, selling an estimated $2.9M and leaving 45,125 shares worth $538K. The position accounts for ﹤0.01% of the portfolio, ranked #3156.

Barclays first reported a position in SGRY in Q4 2015 and has held it in 42 quarters since. The position peaked at $8.47M in Q3 2023. 182 funds tracked by Wall St. Rank hold SGRY as of Q1 2026.

  • Barclays held 45,125 shares of Surgery Partners worth $538K as of Q1 2026.
  • Barclays sold 201,841 Surgery Partners shares in Q1 2026, an estimated $2.9M.
  • Surgery Partners made up ﹤0.01% of Barclays's portfolio in Q1 2026, its #3156 holding.
  • Barclays first reported a position in Surgery Partners in Q4 2015 and has held it in 42 quarters since.
  • Barclays's Surgery Partners position peaked at $8.47M in Q3 2023.
  • 182 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2026.

Based on Barclays's 13F filing for Q1 2026, filed 15 May 2026.