JF
SGRY icon

Jump Financial’s Surgery Partners SGRY Stock Holding History

Jump Financial’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 		– Sell
-28,295
Closed -$337K – 2421
2026
Q1 		$337K Buy
+28,295
New +$406K ﹤0.01% 1428
2025
Q2 		– Sell
-16,898
Closed -$401K – 2128
2025
Q1 		$401K Buy
+16,898
New +$400K 0.01% 1166
2023
Q4 		– Sell
-16,229
Closed -$475K – 2199
2023
Q3 		$475K Buy
16,229
+10,043
+162% +$361K 0.02% 1045
2023
Q2 		$278K Buy
+6,186
New +$236K 0.01% 1341
2023
Q1 		– Sell
-7,304
Closed -$203K – 2009
2022
Q4 		$203K Sell
7,304
-15,957
-69% -$423K 0.01% 1279
2022
Q3 		$545K Buy
+23,261
New +$743K 0.02% 864
2021
Q1 		– Sell
-7,100
Closed -$206K – 1247
2020
Q4 		$206K Buy
+7,100
New +$177K 0.04% 773

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
PCM
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

Jump Financial's SGRY Position: Q2 2026 in Review

Jump Financial sold out of Surgery Partners (SGRY) in Q2 2026, closing a stake of 28,295 shares — an estimated $337K sold.

Jump Financial first reported a position in SGRY in Q4 2020 and held it in 7 quarters. The position peaked at $545K in Q3 2022. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Jump Financial reported no remaining Surgery Partners position as of Q2 2026 after selling out during the quarter.
  • Jump Financial sold 28,295 Surgery Partners shares in Q2 2026, an estimated $337K.
  • Jump Financial first reported a position in Surgery Partners in Q4 2020 and held it in 7 quarters.
  • Jump Financial's Surgery Partners position peaked at $545K in Q3 2022.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Jump Financial's 13F filing for Q2 2026, filed 13 Aug 2026.