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Surgery Partners shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of Surgery Partners (SGRY) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in Surgery Partners

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All positions including Surgery Partners held by Jones Financial Companies, L.L consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Surgery Partners by Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2025-12-31 $12k 753 15.45
2025-09-30 $27k 1.2k 21.85
2025-06-30 $6.5k 297 21.95
2025-03-31 $7.1k 297 23.95
2024-12-31 $6.3k 297 21.17

More positions owned by Jones Financial Companies, L.L

Vanguard Index Tr ETFs (VUG)
Ishares Core Us Aggregate Bond ETFs (AGG)
Ishares Core S&p 500 Etf ETFs (IVV)
Vanguard Index Tr ETFs (VTV)
Vanguard S&p 500 Etf ETFs (VOO)
Ishares Trust Core Msci Eafe ETFs (IEFA)
Ishares Russell Midcap ETFs (IWR)
Vanguard Mid Cap Etf ETFs (VO)
Vanguard Index Trust ETFs (VV)
Spdr Ser Tr ETFs (SPYM)
Ishares Russell 1000 ETFs (IWB)
Ishares Core Universal Usd Bd ETFs (IUSB)
Vanguard Ftse Developed ETFs (VEA)
Ishares Broad Usd High Yield ETFs (USHY)
American Centy Etf Tr ETFs (AVDV)

View all positions for Jones Financial Companies, L.L

Top funds holding Surgery Partners

Bain Capital Investors
Henderson Group
Pentwater Capital Management
FMR
King Street Capital Management
UBS Group
Vanguard Group
BlackRock
Dimensional Fund Advisors
ClearBridge Advisors
Glenview Captal Management
Davidson Kempner Capital Management
Goldman Sachs Group
Geode Capital Management
Hsbc Holdings

View all funds holding Surgery Partners