Summit Securities Group
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Summit Securities Group’s Surgery Partners SGRY Stock Holding History

Summit Securities Group’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
Q3 		$33.8K Buy
+2,435
New +$36.5K ﹤0.01% 637
2025
Q2 		– Sell
-1,318
Closed -$31.3K – 1395
2025
Q1 		$31.3K Buy
+1,318
New +$31.2K ﹤0.01% 405
2024
Q4 		– Sell
-1,000
Closed -$26.2K – 865
2024
Q3 		$32K Buy
+1,000
New +$29.5K 0.01% 277

Other funds holding SGRY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Summit Securities Group's SGRY Position: Q3 2026 in Review

Summit Securities Group opened a new position in Surgery Partners (SGRY) in Q3 2026: 2,435 shares worth $33.8K. The stake represents ﹤0.01% of the portfolio and ranks #637 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in SGRY as recently as Q1 2025.

Summit Securities Group first reported a position in SGRY in Q3 2024 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold SGRY as of Q3 2026.

  • Summit Securities Group held 2,435 shares of Surgery Partners worth $33.8K as of Q3 2026.
  • Surgery Partners was a new Summit Securities Group position in Q3 2026.
  • Surgery Partners made up ﹤0.01% of Summit Securities Group's portfolio in Q3 2026, its #637 holding.
  • Summit Securities Group first reported a position in Surgery Partners in Q3 2024 and has held it in 3 quarters since.
  • 70 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.