AAS
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Ameritas Advisory Services’s SurgePays SURG Stock Holding History

Ameritas Advisory Services’s Portfolio SURG Stock Details SURG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$751 Buy
+1,000
New +$1.1K ﹤0.01% 1032

Other funds holding SURG

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GPWA
Gaddis Premier Wealth Advisors Durant, Oklahoma $136M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
MCA
Millennium Capital Advisors Little Rock, Arkansas $162M AUM 30.64% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Ameritas Advisory Services's SURG Position: Q1 2026 in Review

Ameritas Advisory Services opened a new position in SurgePays (SURG) in Q1 2026: 1,000 shares worth $751. The stake represents ﹤0.01% of the portfolio and ranks #1032 among its holdings.

33 funds tracked by Wall St. Rank hold SURG as of Q1 2026.

  • Ameritas Advisory Services held 1,000 shares of SurgePays worth $751 as of Q1 2026.
  • SurgePays was a new Ameritas Advisory Services position in Q1 2026.
  • SurgePays made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q1 2026, its #1032 holding.
  • 33 funds tracked by Wall St. Rank held SurgePays as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.