MidWestOne Financial Group’s Surgery Partners SGRY Stock Holding History

MidWestOne 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
2025 Q4	–	Sell	-159,146	Closed	-$3.44M	–	322
2025 Q3	$3.44M	Sell	159,146 -44,614	-22%	-$995K	0.42%	54
2025 Q2	$4.53M	Buy	203,760 +91,207	+81%	+$2.03M	0.59%	29
2025 Q1	$2.67M	Buy	112,553 +84,569	+302%	+$2M	0.38%	61
2024 Q4	$592K	Sell	27,984 -45,518	-62%	-$1.19M	0.08%	195
2024 Q3	$2.37M	Buy	73,502 +2,716	+4%	+$80.2K	0.33%	66
2024 Q2	$1.68M	Buy	70,786 +10,340	+17%	+$265K	0.3%	88
2024 Q1	$1.8M	Buy	+60,446	New	+$1.89M	0.32%	83

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

KSCM

King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

MidWestOne Financial Group's SGRY Position: Q4 2025 in Review

MidWestOne Financial Group sold out of Surgery Partners (SGRY) in Q4 2025, closing a stake of 159,146 shares — an estimated $3.44M sold.

MidWestOne Financial Group first reported a position in SGRY in Q1 2024 and held it in 7 quarters. The position peaked at $4.53M in Q2 2025. 181 funds tracked by Wall St. Rank hold SGRY as of Q4 2025.

MidWestOne Financial Group reported no remaining Surgery Partners position as of Q4 2025 after selling out during the quarter.
MidWestOne Financial Group sold 159,146 Surgery Partners shares in Q4 2025, an estimated $3.44M.
MidWestOne Financial Group first reported a position in Surgery Partners in Q1 2024 and held it in 7 quarters.
MidWestOne Financial Group's Surgery Partners position peaked at $4.53M in Q2 2025.
181 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.