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BFC Planning, Inc.’s Surgery Partners SGRY Stock Holding History

BFC Planning, Inc.’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 		$2.15K Buy
+128
New +$1.8K ﹤0.01% 2976
2025
Q3 		– Sell
-206
Closed -$4.58K – 2975
2025
Q2 		$4.58K Sell
206
-161
-44% -$3.58K ﹤0.01% 2088
2025
Q1 		$8.72K Sell
367
-18
-5% -$426 ﹤0.01% 1830
2024
Q4 		$8.15K Buy
+385
New +$10.1K ﹤0.01% 1843

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
King Street Capital Management
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 $551B AUM 33.95% 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

BFC Planning, Inc.'s SGRY Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in Surgery Partners (SGRY) in Q2 2026: 128 shares worth $2.15K. The stake represents ﹤0.01% of the portfolio and ranks #2976 among its holdings. This is a return to the name: BFC Planning, Inc. previously reported a position in SGRY as recently as Q2 2025.

BFC Planning, Inc. first reported a position in SGRY in Q4 2024 and has held it in 4 quarters since. The position peaked at $8.72K in Q1 2025. 189 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • BFC Planning, Inc. held 128 shares of Surgery Partners worth $2.15K as of Q2 2026.
  • Surgery Partners was a new BFC Planning, Inc. position in Q2 2026.
  • Surgery Partners made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2976 holding.
  • BFC Planning, Inc. first reported a position in Surgery Partners in Q4 2024 and has held it in 4 quarters since.
  • BFC Planning, Inc.'s Surgery Partners position peaked at $8.72K in Q1 2025.
  • 189 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.