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Transamerica Financial Advisors’s Surgery Partners SGRY Stock Holding History

Transamerica Financial Advisors’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 		$1.44K Buy
86
+76
+760% +$1.07K ﹤0.01% 1394
2026
Q1 		$119 Buy
10
+2
+25% +$29 ﹤0.01% 1716
2025
Q4 		$124 Sell
8
-35
-81% -$643 ﹤0.01% 1629
2025
Q3 		$931 Buy
+43
New +$959 ﹤0.01% 1182

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

Transamerica Financial Advisors's SGRY Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Surgery Partners (SGRY) stake by 760% in Q2 2026, buying an estimated $1.07K and bringing the position to 86 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

Transamerica Financial Advisors first reported a position in SGRY in Q3 2025 and has held it in 4 quarters since. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Transamerica Financial Advisors held 86 shares of Surgery Partners worth $1.44K as of Q2 2026.
  • Transamerica Financial Advisors bought 76 Surgery Partners shares in Q2 2026, an estimated $1.07K.
  • Surgery Partners made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1394 holding.
  • Transamerica Financial Advisors first reported a position in Surgery Partners in Q3 2025 and has held it in 4 quarters since.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.