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Buck Wealth Strategies’s Surgery Partners SGRY Stock Holding History

Buck Wealth Strategies’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 		$269 Buy
+16
New +$225 ﹤0.01% 1063

Other funds holding SGRY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
PC
Pier Capital Stamford, Connecticut $755M AUM 94.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Buck Wealth Strategies's SGRY Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Surgery Partners (SGRY) in Q2 2026: 16 shares worth $269. The stake represents ﹤0.01% of the portfolio and ranks #1063 among its holdings.

63 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Buck Wealth Strategies held 16 shares of Surgery Partners worth $269 as of Q2 2026.
  • Surgery Partners was a new Buck Wealth Strategies position in Q2 2026.
  • Surgery Partners made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #1063 holding.
  • 63 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.