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SURG icon

Bailard’s SurgePays SURG Stock Holding History

Bailard’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 		$10.1K Hold
27,975
– – ﹤0.01% 763
2026
Q1 		$21K Hold
27,975
– – ﹤0.01% 736
2025
Q4 		$46.7K Sell
27,975
-17,100
-38% -$38.1K ﹤0.01% 742
2025
Q3 		$127K Hold
45,075
– – ﹤0.01% 757
2025
Q2 		$141K Sell
45,075
-405
-0.9% -$1.12K ﹤0.01% 733
2025
Q1 		$94.1K Buy
45,480
+405
+0.9% +$598 ﹤0.01% 720
2024
Q4 		$80.2K Sell
45,075
-594
-1% -$1.05K ﹤0.01% 721
2024
Q3 		$84K Sell
45,669
-3,100
-6% -$7.03K ﹤0.01% 734
2024
Q2 		$156K Hold
48,769
– – ﹤0.01% 699
2024
Q1 		$188K Sell
48,769
-16,711
-26% -$111K 0.01% 700
2023
Q4 		$422K Buy
65,480
+6,405
+11% +$34.1K 0.01% 482
2023
Q3 		$276K Buy
59,075
+45,675
+341% +$237K 0.01% 564
2023
Q2 		$98K Buy
+13,400
New +$79.8K ﹤0.01% 668

Other funds holding SURG

MCA
Millennium Capital Advisors Little Rock, Arkansas $183M AUM 33.88% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Bailard's SURG Position: Q2 2026 in Review

Bailard held its SurgePays (SURG) position steady in Q2 2026 at 27,975 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #763.

Bailard first reported a position in SURG in Q2 2023 and has held it in 13 quarters since. The position peaked at $422K in Q4 2023. 5 funds tracked by Wall St. Rank hold SURG as of Q2 2026.

  • Bailard held 27,975 shares of SurgePays worth $10.1K as of Q2 2026.
  • Bailard left its SurgePays share count unchanged in Q2 2026.
  • SurgePays made up ﹤0.01% of Bailard's portfolio in Q2 2026, its #763 holding.
  • Bailard first reported a position in SurgePays in Q2 2023 and has held it in 13 quarters since.
  • Bailard's SurgePays position peaked at $422K in Q4 2023.
  • 5 funds tracked by Wall St. Rank held SurgePays as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.