FNY Investment Advisers’s Surgery Partners SGRY Stock Holding History

FNY Investment Advisers’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 Q3	$208K	Buy	15,034 +8,534	+131%	+$128K	0.05%	214
2026 Q2	$109K	Hold	6,500	–	–	0.04%	316
2026 Q1	$77K	Hold	6,500	–	–	0.03%	315
2025 Q4	$100K	Sell	6,500 -3,729	-36%	-$68.5K	0.03%	343
2025 Q3	$221K	Buy	10,229 +5,036	+97%	+$112K	0.07%	259
2025 Q2	$115K	Buy	+5,193	New	+$115K	0.05%	286
2024 Q4	–	Sell	-15,750	Closed	-$507K	–	900
2024 Q3	$507K	Buy	+15,750	New	+$465K	0.24%	98

Other funds holding SGRY

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

FNY Investment Advisers's SGRY Position: Q3 2026 in Review

FNY Investment Advisers increased its Surgery Partners (SGRY) stake by 131% in Q3 2026, buying an estimated $128K and bringing the position to 15,034 shares worth $208K. The position accounts for 0.05% of the portfolio, ranked #214.

FNY Investment Advisers first reported a position in SGRY in Q3 2024 and has held it in 7 quarters since. The position peaked at $507K in Q3 2024. 11 funds tracked by Wall St. Rank hold SGRY as of Q3 2026.

FNY Investment Advisers held 15,034 shares of Surgery Partners worth $208K as of Q3 2026.
FNY Investment Advisers bought 8,534 Surgery Partners shares in Q3 2026, an estimated $128K.
Surgery Partners made up 0.05% of FNY Investment Advisers's portfolio in Q3 2026, its #214 holding.
FNY Investment Advisers first reported a position in Surgery Partners in Q3 2024 and has held it in 7 quarters since.
FNY Investment Advisers's Surgery Partners position peaked at $507K in Q3 2024.
11 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2026.

Based on FNY Investment Advisers's 13F filing for Q3 2026, filed 16 Oct 2026.