Barclays’s SurgePays SURG Stock Holding History

Barclays’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 Q3	$0	Sell	2 -379	-99%	-$91	﹤0.01%	5704
2026 Q2	$138	Buy	+381	New	+$211	﹤0.01%	5160
2022 Q4	–	Sell	-147	Closed	-$1K	–	5368
2022 Q3	$1K	Buy	+147	New	+$750	﹤0.01%	4703

Other funds holding SURG

Gaddis Premier Wealth Advisors Durant, Oklahoma $181M AUM 17.9% 1-Year Est. Return

Millennium Capital Advisors Little Rock, Arkansas $190M AUM 26.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Tableaux Stockbridge, Massachusetts $245M AUM 18.28% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays's SURG Position: Q3 2026 in Review

Barclays reduced its SurgePays (SURG) stake by 99% in Q3 2026, selling an estimated $91 and leaving 2 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #5704.

Barclays first reported a position in SURG in Q3 2022 and has held it in 3 quarters since. The position peaked at $1K in Q3 2022. 11 funds tracked by Wall St. Rank hold SURG as of Q3 2026.

Barclays held 2 shares of SurgePays worth $0 as of Q3 2026.
Barclays sold 379 SurgePays shares in Q3 2026, an estimated $91.
SurgePays made up ﹤0.01% of Barclays's portfolio in Q3 2026, its #5704 holding.
Barclays first reported a position in SurgePays in Q3 2022 and has held it in 3 quarters since.
Barclays's SurgePays position peaked at $1K in Q3 2022.
11 funds tracked by Wall St. Rank held SurgePays as of Q3 2026.

Based on Barclays's 13F filing for Q3 2026, filed 6 Nov 2026.