Dunhill Financial’s Surgery Partners SGRY Stock Holding History

Dunhill Financial’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	–	Sell	-2	Closed	-$26	–	1848
2026 Q1	$26	Hold	2	–	–	﹤0.01%	1732
2025 Q4	$34	Buy	+2	New	+$37	﹤0.01%	1783

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return

Jupiter Topco New York $245B AUM

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dunhill Financial's SGRY Position: Q2 2026 in Review

Dunhill Financial sold out of Surgery Partners (SGRY) in Q2 2026, closing a stake of 2 shares — an estimated $26 sold.

Dunhill Financial first reported a position in SGRY in Q4 2025 and held it in 2 quarters. The position peaked at $34 in Q4 2025. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

Dunhill Financial reported no remaining Surgery Partners position as of Q2 2026 after selling out during the quarter.
Dunhill Financial sold 2 Surgery Partners shares in Q2 2026, an estimated $26.
Dunhill Financial first reported a position in Surgery Partners in Q4 2025 and held it in 2 quarters.
Dunhill Financial's Surgery Partners position peaked at $34 in Q4 2025.
187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.