Bank of America
SURG icon

Bank of America’s SurgePays SURG Stock Holding History

Bank of America’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 		– Sell
-14
Closed -$23 – 6782
2025
Q4 		$23 Buy
14
+2
+17% +$4 ﹤0.01% 7100
2025
Q3 		$34 Sell
12
-125
-91% -$354 ﹤0.01% 8093
2025
Q2 		$426 Buy
137
+20
+17% +$55 ﹤0.01% 7703
2025
Q1 		$242 Buy
117
+6
+5% +$9 ﹤0.01% 7649
2024
Q4 		$198 Buy
111
+2
+2% +$4 ﹤0.01% 7587
2024
Q3 		$201 Buy
109
+4
+4% +$9 ﹤0.01% 7567
2024
Q2 		$335 Buy
+105
New +$397 ﹤0.01% 7434
2024
Q1 		– Sell
-12
Closed -$78 – 8170
2023
Q4 		$78 Buy
+12
New +$64 ﹤0.01% 7441
2023
Q3 		– Sell
-1
Closed -$7 – 7938
2023
Q2 		$7 Buy
+1
New +$6 ﹤0.01% 7583
2023
Q1 		– Sell
-20
Closed -$132 – 8253
2022
Q4 		$132 Buy
+20
New +$121 ﹤0.01% 7624

Other funds holding SURG

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GPWA
Gaddis Premier Wealth Advisors Durant, Oklahoma $165M 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 $183M AUM 33.88% 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

Bank of America's SURG Position: Q1 2026 in Review

Bank of America sold out of SurgePays (SURG) in Q1 2026, closing a stake of 14 shares — an estimated $23 sold.

Bank of America first reported a position in SURG in Q4 2022 and held it in 10 quarters. The position peaked at $426 in Q2 2025. 33 funds tracked by Wall St. Rank hold SURG as of Q1 2026.

  • Bank of America reported no remaining SurgePays position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 14 SurgePays shares in Q1 2026, an estimated $23.
  • Bank of America first reported a position in SurgePays in Q4 2022 and held it in 10 quarters.
  • Bank of America's SurgePays position peaked at $426 in Q2 2025.
  • 33 funds tracked by Wall St. Rank held SurgePays as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.