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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
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

Bain Capital Investors
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
Jupiter Topco
Jupiter Topco New York $245B AUM
Pentwater Capital Management
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
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
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

FNY Investment Advisers's SGRY Position: Q2 2026 in Review

FNY Investment Advisers held its Surgery Partners (SGRY) position steady in Q2 2026 at 6,500 shares worth $109K. The position accounts for 0.04% of the portfolio, ranked #316.

FNY Investment Advisers first reported a position in SGRY in Q3 2024 and has held it in 6 quarters since. The position peaked at $507K in Q3 2024. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • FNY Investment Advisers held 6,500 shares of Surgery Partners worth $109K as of Q2 2026.
  • FNY Investment Advisers left its Surgery Partners share count unchanged in Q2 2026.
  • Surgery Partners made up 0.04% of FNY Investment Advisers's portfolio in Q2 2026, its #316 holding.
  • FNY Investment Advisers first reported a position in Surgery Partners in Q3 2024 and has held it in 6 quarters since.
  • FNY Investment Advisers's Surgery Partners position peaked at $507K in Q3 2024.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on FNY Investment Advisers's 13F filing for Q2 2026, filed 8 Jul 2026.