Comerica Bank’s Surgery Partners SGRY Stock Holding History

Comerica Bank’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	$10.5K	Sell	677 -37	-5%	-$680	﹤0.01%	3233
2025 Q3	$15.5K	Buy	714 +3	+0.4%	+$67	﹤0.01%	3156
2025 Q2	$15.8K	Sell	711 -200	-22%	-$4.45K	﹤0.01%	3111
2025 Q1	$21.6K	Sell	911 -348	-28%	-$8.24K	﹤0.01%	3007
2024 Q4	$26.6K	Sell	1,259 -26	-2%	-$682	﹤0.01%	2963
2024 Q3	$41.4K	Buy	1,285 +90	+8%	+$2.66K	﹤0.01%	2841
2024 Q2	$28.4K	Buy	1,195 +214	+22%	+$5.49K	﹤0.01%	2909
2024 Q1	$29.3K	Buy	981 +12	+1%	+$375	﹤0.01%	2921
2023 Q4	$31K	Sell	969 -439	-31%	-$12.7K	﹤0.01%	2852
2023 Q3	$41.2K	Buy	+1,408	New	+$50.6K	﹤0.01%	2762

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

KSCM

King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Comerica Bank's SGRY Position: Q4 2025 in Review

Comerica Bank reduced its Surgery Partners (SGRY) stake by 5.2% in Q4 2025, selling an estimated $680 and leaving 677 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3233.

Comerica Bank first reported a position in SGRY in Q3 2023 and has held it in 10 quarters since. The position peaked at $41.4K in Q3 2024. 180 funds tracked by Wall St. Rank hold SGRY as of Q4 2025.

Comerica Bank held 677 shares of Surgery Partners worth $10.5K as of Q4 2025.
Comerica Bank sold 37 Surgery Partners shares in Q4 2025, an estimated $680.
Surgery Partners made up ﹤0.01% of Comerica Bank's portfolio in Q4 2025, its #3233 holding.
Comerica Bank first reported a position in Surgery Partners in Q3 2023 and has held it in 10 quarters since.
Comerica Bank's Surgery Partners position peaked at $41.4K in Q3 2024.
180 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2025.

Based on Comerica Bank's 13F filing for Q4 2025, filed 29 Jan 2026.