Pinnacle Financial Partners (Tennessee)’s Surgery Partners SGRY Stock Holding History

Pinnacle Financial Partners (Tennessee)’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 Q3	–	Sell	-2,000	Closed	-$44.5K	–	518
2025 Q2	$44.5K	Hold	2,000	–	–	﹤0.01%	480
2025 Q1	$42.3K	Hold	2,000	–	–	﹤0.01%	491
2024 Q4	$64.5K	Hold	2,000	–	–	﹤0.01%	471
2024 Q3	$64.5K	Hold	2,000	–	–	﹤0.01%	470
2024 Q2	$59.7K	Hold	2,000	–	–	﹤0.01%	473
2024 Q1	$59.7K	Hold	2,000	–	–	﹤0.01%	467
2023 Q4	$64K	Hold	2,000	–	–	﹤0.01%	450
2023 Q3	$58.5K	Hold	2,000	–	–	﹤0.01%	428
2023 Q2	$90K	Hold	2,000	–	–	﹤0.01%	420
2023 Q1	$68.9K	Hold	2,000	–	–	﹤0.01%	416
2022 Q4	$55.7K	Hold	2,000	–	–	﹤0.01%	408
2022 Q3	$47K	Hold	2,000	–	–	﹤0.01%	409
2022 Q2	$58K	Hold	2,000	–	–	﹤0.01%	374
2022 Q1	$110K	Hold	2,000	–	–	﹤0.01%	370
2021 Q4	$107K	Hold	2,000	–	–	﹤0.01%	396
2021 Q3	$85K	Hold	2,000	–	–	﹤0.01%	387
2021 Q2	$133K	Hold	2,000	–	–	0.01%	364
2021 Q1	$58K	Hold	2,000	–	–	﹤0.01%	362
2020 Q4	$44K	Hold	2,000	–	–	﹤0.01%	369
2020 Q3	$44K	Hold	2,000	–	–	﹤0.01%	358
2020 Q2	$23K	Hold	2,000	–	–	﹤0.01%	368
2020 Q1	$13K	Buy	+2,000	New	+$28.5K	﹤0.01%	382

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

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

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KSCM

King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s SGRY Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) sold out of Surgery Partners (SGRY) in Q3 2025, closing a stake of 2,000 shares — an estimated $44.5K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in SGRY in Q1 2020 and held it in 22 quarters. The position peaked at $133K in Q2 2021. 199 funds tracked by Wall St. Rank hold SGRY as of Q3 2025.

Pinnacle Financial Partners (Tennessee) reported no remaining Surgery Partners position as of Q3 2025 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 2,000 Surgery Partners shares in Q3 2025, an estimated $44.5K.
Pinnacle Financial Partners (Tennessee) first reported a position in Surgery Partners in Q1 2020 and held it in 22 quarters.
Pinnacle Financial Partners (Tennessee)'s Surgery Partners position peaked at $133K in Q2 2021.
199 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.