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Godfrey Financial Associates’s Surgery Partners SGRY Stock Holding History

Godfrey Financial Associates’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 		$353 Hold
21
– – ﹤0.01% 936
2026
Q1 		$250 Hold
21
– – ﹤0.01% 976
2025
Q4 		$324 Buy
+21
New +$386 ﹤0.01% 904

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BlackRock
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KSCM
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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
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Godfrey Financial Associates's SGRY Position: Q2 2026 in Review

Godfrey Financial Associates held its Surgery Partners (SGRY) position steady in Q2 2026 at 21 shares worth $353. The position accounts for ﹤0.01% of the portfolio, ranked #936.

Godfrey Financial Associates first reported a position in SGRY in Q4 2025 and has held it in 3 quarters since. 186 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Godfrey Financial Associates held 21 shares of Surgery Partners worth $353 as of Q2 2026.
  • Godfrey Financial Associates left its Surgery Partners share count unchanged in Q2 2026.
  • Surgery Partners made up ﹤0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #936 holding.
  • Godfrey Financial Associates first reported a position in Surgery Partners in Q4 2025 and has held it in 3 quarters since.
  • 186 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.