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
Q2 		$14.6M Buy
867,776
+69,982
+9% +$983K ﹤0.01% 1814
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 $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

Raymond James Financial's SGRY Position: Q2 2026 in Review

Raymond James Financial increased its Surgery Partners (SGRY) stake by 8.8% in Q2 2026, buying an estimated $983K and bringing the position to 867,776 shares worth $14.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1814.

Raymond James Financial first reported a position in SGRY in Q4 2024 and has held it in 7 quarters since. The position peaked at $18M in Q3 2025. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Raymond James Financial held 867,776 shares of Surgery Partners worth $14.6M as of Q2 2026.
  • Raymond James Financial bought 69,982 Surgery Partners shares in Q2 2026, an estimated $983K.
  • Surgery Partners made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1814 holding.
  • Raymond James Financial first reported a position in Surgery Partners in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Surgery Partners position peaked at $18M in Q3 2025.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.