STOCK TITAN

Vanguard disaggregates holdings; reports 0 shares in Surgery Partners (SGRY)

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(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Surgery Partners Inc filed an Amendment No. 2 to a Schedule 13G/A reporting that The Vanguard Group holds 0 shares (0%) of the company’s common stock following an internal realignment.

The filing states Vanguard will report certain subsidiaries separately in reliance on SEC Release No. 34-39538 and that those entities pursue the same strategies previously run by The Vanguard Group. The form is signed by Ashley Grim on 03/27/2026.

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Insights

Vanguard reports disaggregation and zero beneficial ownership after internal realignment.

The filing documents that, effective with an internal realignment, certain Vanguard subsidiaries will report beneficial ownership separately in reliance on SEC Release No. 34-39538. The Schedule 13G/A shows 0 shares (0%) beneficially owned by The Vanguard Group in Surgery Partners.

Cash-flow treatment and any holdings reported by the disaggregated entities are not stated in this excerpt; subsequent filings by the named subsidiaries may show holdings.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What does Schedule 13G/A Amendment No. 2 for SGRY state?

It states that The Vanguard Group reports 0 shares (0%) of Surgery Partners common stock after an internal realignment. The filing cites SEC Release No. 34-39538 and is signed on 03/27/2026.

Why does Vanguard report zero ownership in this filing?

The filing explains Vanguard underwent an internal realignment on 01/12/2026, after which certain subsidiaries will report ownership separately under SEC Release No. 34-39538, and Vanguard no longer is deemed to beneficially own those subsidiary holdings.

Who signed the Schedule 13G/A amendment for Vanguard?

The Schedule 13G/A amendment is signed by Ashley Grim, Head of Global Fund Administration for The Vanguard Group, with signature date 03/27/2026 as shown in the filing excerpt.

Does this filing show which Vanguard subsidiaries hold Surgery Partners shares?

No. The amendment states certain subsidiaries will report disaggregated ownership but does not list those subsidiaries or their share amounts in this excerpt; follow-on filings by the subsidiaries would identify specific holdings.





86881A100

(CUSIP Number)
03/13/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: On January 12, 2026, The Vanguard Group, Inc. went through an internal realignment. In accordance with SEC Release No. 34-39538 (January 12, 1998), certain subsidiaries or business divisions of subsidiaries of The Vanguard Group, Inc., that formerly had, or were deemed to have, beneficial ownership with The Vanguard Group, Inc., will report beneficial ownership separately (on a disaggregated basis) from The Vanguard Group, Inc. in reliance on such release. These subsidiaries and/or business divisions pursue the same investment strategies as previously pursued by The Vanguard Group, Inc. prior to the realignment. Further in accordance with SEC Release No. 34-39538 (January 12, 1998), The Vanguard Group, Inc. no longer has, or is deemed to have, beneficial ownership over securities beneficially owned by such subsidiaries and/or business divisions.


SCHEDULE 13G



The Vanguard Group
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:03/27/2026