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SGRY icon

SBI Securities’s Surgery Partners SGRY Stock Holding History

SBI Securities’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 		$638 Sell
38
-30
-44% -$421 ﹤0.01% 2956
2026
Q1 		$811 Buy
68
+62
+1,033% +$890 ﹤0.01% 2732
2025
Q4 		$93 Sell
6
-32
-84% -$588 ﹤0.01% 3428
2025
Q3 		$156 Buy
38
+36
+1,800% +$803 ﹤0.01% 3398
2025
Q2 		$44 Hold
2
– – ﹤0.01% 3752
2025
Q1 		$48 Hold
2
– – ﹤0.01% 3667
2024
Q4 		$42 Buy
+2
New +$52 ﹤0.01% 3676

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

SBI Securities's SGRY Position: Q2 2026 in Review

SBI Securities reduced its Surgery Partners (SGRY) stake by 44% in Q2 2026, selling an estimated $421 and leaving 38 shares worth $638. The position accounts for ﹤0.01% of the portfolio, ranked #2956.

SBI Securities first reported a position in SGRY in Q4 2024 and has held it in 7 quarters since. The position peaked at $811 in Q1 2026. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • SBI Securities held 38 shares of Surgery Partners worth $638 as of Q2 2026.
  • SBI Securities sold 30 Surgery Partners shares in Q2 2026, an estimated $421.
  • Surgery Partners made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2956 holding.
  • SBI Securities first reported a position in Surgery Partners in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Surgery Partners position peaked at $811 in Q1 2026.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.