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Parkside Financial Bank & Trust’s Surgery Partners SGRY Stock Holding History

Parkside Financial Bank & Trust’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 		$756 Buy
+45
New +$632 ﹤0.01% 2500
2025
Q4 		– Sell
-45
Closed -$973 – 2788
2025
Q3 		$973 Hold
45
– – ﹤0.01% 2295
2025
Q2 		$1K Buy
45
+20
+80% +$445 ﹤0.01% 2273
2025
Q1 		$594 Buy
+25
New +$592 ﹤0.01% 2290

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

Parkside Financial Bank & Trust's SGRY Position: Q2 2026 in Review

Parkside Financial Bank & Trust opened a new position in Surgery Partners (SGRY) in Q2 2026: 45 shares worth $756. The stake represents ﹤0.01% of the portfolio and ranks #2500 among its holdings. This is a return to the name: Parkside Financial Bank & Trust previously reported a position in SGRY as recently as Q3 2025.

Parkside Financial Bank & Trust first reported a position in SGRY in Q1 2025 and has held it in 4 quarters since. The position peaked at $1K in Q2 2025. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Parkside Financial Bank & Trust held 45 shares of Surgery Partners worth $756 as of Q2 2026.
  • Surgery Partners was a new Parkside Financial Bank & Trust position in Q2 2026.
  • Surgery Partners made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #2500 holding.
  • Parkside Financial Bank & Trust first reported a position in Surgery Partners in Q1 2025 and has held it in 4 quarters since.
  • Parkside Financial Bank & Trust's Surgery Partners position peaked at $1K in Q2 2025.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.