Farther Finance Advisors’s Surgery Partners SGRY Stock Holding History

Farther Finance Advisors’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	$8.79K	Buy	528 +470	+810%	+$6.6K	﹤0.01%	4507
2026 Q1	$711	Sell	58 -284	-83%	-$4.08K	﹤0.01%	5195
2025 Q4	$5.28K	Sell	342 -139	-29%	-$2.56K	﹤0.01%	4281
2025 Q3	$10.4K	Sell	481 -571	-54%	-$12.7K	﹤0.01%	3428
2025 Q2	$23.4K	Buy	1,052 +1,046	+17,433%	+$23.3K	﹤0.01%	2579
2025 Q1	$141	Sell	6 -3	-33%	-$71	﹤0.01%	4016
2024 Q4	$191	Sell	9 -13	-59%	-$341	﹤0.01%	3669
2024 Q3	$708	Sell	22 -594	-96%	-$17.5K	﹤0.01%	3338
2024 Q2	$14.4K	Sell	616 -10	-2%	-$257	﹤0.01%	1912
2024 Q1	$18.1K	Buy	626 +595	+1,919%	+$18.6K	﹤0.01%	1528
2023 Q4	$992	Buy	+31	New	+$900	﹤0.01%	2738

Other funds holding SGRY

Tranquility Partners Brentwood, Tennessee $291M AUM 19.25% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Farther Finance Advisors's SGRY Position: Q2 2026 in Review

Farther Finance Advisors increased its Surgery Partners (SGRY) stake by 810% in Q2 2026, buying an estimated $6.6K and bringing the position to 528 shares worth $8.79K. The position accounts for ﹤0.01% of the portfolio, ranked #4507.

Farther Finance Advisors first reported a position in SGRY in Q4 2023 and has held it in 11 quarters since. The position peaked at $23.4K in Q2 2025. 19 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

Farther Finance Advisors held 528 shares of Surgery Partners worth $8.79K as of Q2 2026.
Farther Finance Advisors bought 470 Surgery Partners shares in Q2 2026, an estimated $6.6K.
Surgery Partners made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4507 holding.
Farther Finance Advisors first reported a position in Surgery Partners in Q4 2023 and has held it in 11 quarters since.
Farther Finance Advisors's Surgery Partners position peaked at $23.4K in Q2 2025.
19 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.