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 Q2	$361	Hold	1,000	–	–	﹤0.01%	1862
2026 Q1	$751	Buy	+1,000	New	+$1.1K	﹤0.01%	1032

Other funds holding SURG

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GPWA

Gaddis Premier Wealth Advisors Durant, Oklahoma $165M AUM

MCA

Millennium Capital Advisors Little Rock, Arkansas $183M AUM 33.88% 1-Year Est. Return

CCC

Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ameritas Advisory Services's SURG Position: Q2 2026 in Review

Ameritas Advisory Services held its SurgePays (SURG) position steady in Q2 2026 at 1,000 shares worth $361. The position accounts for ﹤0.01% of the portfolio, ranked #1862.

Ameritas Advisory Services first reported a position in SURG in Q1 2026 and has held it in 2 quarters since. The position peaked at $751 in Q1 2026. 36 funds tracked by Wall St. Rank hold SURG as of Q2 2026.

Ameritas Advisory Services held 1,000 shares of SurgePays worth $361 as of Q2 2026.
Ameritas Advisory Services left its SurgePays share count unchanged in Q2 2026.
SurgePays made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1862 holding.
Ameritas Advisory Services first reported a position in SurgePays in Q1 2026 and has held it in 2 quarters since.
Ameritas Advisory Services's SurgePays position peaked at $751 in Q1 2026.
36 funds tracked by Wall St. Rank held SurgePays as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.