Bank of New York Mellon
SURG icon

Bank of New York Mellon’s SurgePays SURG Stock Holding History

Bank of New York Mellon’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
2024
Q4 		– Sell
-125,721
Closed -$231K – 4167
2024
Q3 		$231K Buy
125,721
+718
+0.6% +$1.63K ﹤0.01% 3866
2024
Q2 		$399K Hold
125,003
– – ﹤0.01% 3692
2024
Q1 		$481K Buy
+125,003
New +$834K ﹤0.01% 3546

Other funds holding SURG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TC
Truvestments Capital Sarasota, Florida $673M AUM 55.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return
MCA
Millennium Capital Advisors Little Rock, Arkansas $183M AUM 33.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of New York Mellon's SURG Position: Q4 2024 in Review

Bank of New York Mellon sold out of SurgePays (SURG) in Q4 2024, closing a stake of 125,721 shares — an estimated $231K sold.

Bank of New York Mellon first reported a position in SURG in Q1 2024 and held it in 3 quarters. The position peaked at $481K in Q1 2024. 31 funds tracked by Wall St. Rank hold SURG as of Q4 2024.

  • Bank of New York Mellon reported no remaining SurgePays position as of Q4 2024 after selling out during the quarter.
  • Bank of New York Mellon sold 125,721 SurgePays shares in Q4 2024, an estimated $231K.
  • Bank of New York Mellon first reported a position in SurgePays in Q1 2024 and held it in 3 quarters.
  • Bank of New York Mellon's SurgePays position peaked at $481K in Q1 2024.
  • 31 funds tracked by Wall St. Rank held SurgePays as of Q4 2024.

Based on Bank of New York Mellon's 13F filing for Q4 2024, filed 4 Feb 2025.