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Mather Group’s Surgery Partners SGRY Stock Holding History

Mather 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 		$1.33K Buy
+96
New +$1.44K ﹤0.01% 2120

Other funds holding SGRY

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Mather Group's SGRY Position: Q3 2026 in Review

Mather Group opened a new position in Surgery Partners (SGRY) in Q3 2026: 96 shares worth $1.33K. The stake represents ﹤0.01% of the portfolio and ranks #2120 among its holdings.

9 funds tracked by Wall St. Rank hold SGRY as of Q3 2026.

  • Mather Group held 96 shares of Surgery Partners worth $1.33K as of Q3 2026.
  • Surgery Partners was a new Mather Group position in Q3 2026.
  • Surgery Partners made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #2120 holding.
  • 9 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.