WesBanco Bank’s Surgery Partners SGRY Stock Holding History

WesBanco Bank’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	–	Sell	-120,000	Closed	-$1.43M	–	722
2026 Q1	$1.43M	Hold	120,000	–	–	0.04%	297
2025 Q4	$1.85M	Hold	120,000	–	–	0.05%	247
2025 Q3	$2.6M	Hold	120,000	–	–	0.07%	197
2025 Q2	$2.67M	Buy	120,000 +80,637	+205%	+$1.79M	0.08%	193
2025 Q1	$935K	Hold	39,363	–	–	0.03%	323
2024 Q4	$833K	Hold	39,363	–	–	0.03%	346
2024 Q3	$1.27M	Hold	39,363	–	–	0.04%	283
2024 Q2	$936K	Buy	39,363 +13,700	+53%	+$352K	0.04%	315
2024 Q1	$766K	Buy	+25,663	New	+$803K	0.03%	344
2023 Q4	–	Sell	-25,663	Closed	-$751K	–	522
2023 Q3	$751K	Hold	25,663	–	–	0.03%	332
2023 Q2	$1.16M	Buy	25,663 +9,008	+54%	+$344K	0.05%	250
2023 Q1	$574K	Hold	16,655	–	–	0.02%	387
2022 Q4	$464K	Buy	+16,655	New	+$441K	0.02%	415
2022 Q3	–	Sell	-29,607	Closed	-$856K	–	502
2022 Q2	$856K	Hold	29,607	–	–	0.04%	291
2022 Q1	$1.63M	Hold	29,607	–	–	0.06%	218
2021 Q4	$1.58M	Hold	29,607	–	–	0.06%	228
2021 Q3	$1.25M	Buy	+29,607	New	+$1.51M	0.05%	258

Other funds holding SGRY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Pier Capital Stamford, Connecticut $755M AUM 94.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

WesBanco Bank's SGRY Position: Q2 2026 in Review

WesBanco Bank sold out of Surgery Partners (SGRY) in Q2 2026, closing a stake of 120,000 shares — an estimated $1.43M sold.

WesBanco Bank first reported a position in SGRY in Q3 2021 and held it in 17 quarters. The position peaked at $2.67M in Q2 2025. 58 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

WesBanco Bank reported no remaining Surgery Partners position as of Q2 2026 after selling out during the quarter.
WesBanco Bank sold 120,000 Surgery Partners shares in Q2 2026, an estimated $1.43M.
WesBanco Bank first reported a position in Surgery Partners in Q3 2021 and held it in 17 quarters.
WesBanco Bank's Surgery Partners position peaked at $2.67M in Q2 2025.
58 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on WesBanco Bank's 13F filing for Q2 2026, filed 28 Jul 2026.