Jefferies Financial Group
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Jefferies Financial Group’s Surgery Partners SGRY Stock Holding History

Jefferies Financial Group’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 		$560K Buy
+40,401
New +$606K ﹤0.01% 947
2024
Q4 		– Sell
-24,811
Closed -$800K – 1822
2024
Q3 		$800K Buy
+24,811
New +$733K 0.01% 842
2024
Q1 		– Sell
-4,563,265
Closed -$146M – 1985
2023
Q4 		$146M Buy
4,563,265
+4,547,286
+28,458% +$132M 0.95% 13
2023
Q3 		$467K Buy
15,979
+10,524
+193% +$378K ﹤0.01% 1093
2023
Q2 		$245K Buy
+5,455
New +$208K ﹤0.01% 1375

Other funds holding SGRY

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jefferies Financial Group's SGRY Position: Q3 2026 in Review

Jefferies Financial Group opened a new position in Surgery Partners (SGRY) in Q3 2026: 40,401 shares worth $560K. The stake represents ﹤0.01% of the portfolio and ranks #947 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in SGRY as recently as Q3 2024.

Jefferies Financial Group first reported a position in SGRY in Q2 2023 and has held it in 5 quarters since. The position peaked at $146M in Q4 2023. 134 funds tracked by Wall St. Rank hold SGRY as of Q3 2026.

  • Jefferies Financial Group held 40,401 shares of Surgery Partners worth $560K as of Q3 2026.
  • Surgery Partners was a new Jefferies Financial Group position in Q3 2026.
  • Surgery Partners made up ﹤0.01% of Jefferies Financial Group's portfolio in Q3 2026, its #947 holding.
  • Jefferies Financial Group first reported a position in Surgery Partners in Q2 2023 and has held it in 5 quarters since.
  • Jefferies Financial Group's Surgery Partners position peaked at $146M in Q4 2023.
  • 134 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.