Raymond James Financial
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Raymond James Financial’s Surgery Partners SGRY Stock Holding History

Raymond James 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
Q1 		$9.51M Buy
797,794
+96,705
+14% +$1.39M ﹤0.01% 2066
2025
Q4 		$10.8M Sell
701,089
-132,548
-16% -$2.44M ﹤0.01% 1901
2025
Q3 		$18M Buy
833,637
+215,377
+35% +$4.8M 0.01% 1485
2025
Q2 		$13.7M Buy
618,260
+21,098
+4% +$469K ﹤0.01% 1634
2025
Q1 		$14.2M Buy
597,162
+118,674
+25% +$2.81M 0.01% 1550
2024
Q4 		$10.1M Buy
+478,488
New +$12.6M ﹤0.01% 1834

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Janus Henderson Group
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
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $115B AUM 24.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Raymond James Financial's SGRY Position: Q1 2026 in Review

Raymond James Financial increased its Surgery Partners (SGRY) stake by 14% in Q1 2026, buying an estimated $1.39M and bringing the position to 797,794 shares worth $9.51M. The position accounts for ﹤0.01% of the portfolio, ranked #2066.

Raymond James Financial first reported a position in SGRY in Q4 2024 and has held it in 6 quarters since. The position peaked at $18M in Q3 2025. 182 funds tracked by Wall St. Rank hold SGRY as of Q1 2026.

  • Raymond James Financial held 797,794 shares of Surgery Partners worth $9.51M as of Q1 2026.
  • Raymond James Financial bought 96,705 Surgery Partners shares in Q1 2026, an estimated $1.39M.
  • Surgery Partners made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2066 holding.
  • Raymond James Financial first reported a position in Surgery Partners in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Surgery Partners position peaked at $18M in Q3 2025.
  • 182 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.