Barclays
SURG icon

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
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

Vanguard Capital Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Barclays's SURG Position: Q2 2026 in Review

Barclays opened a new position in SurgePays (SURG) in Q2 2026: 381 shares worth $138. The stake represents ﹤0.01% of the portfolio and ranks #5160 among its holdings. This is a return to the name: Barclays previously reported a position in SURG as recently as Q3 2022.

Barclays first reported a position in SURG in Q3 2022 and has held it in 2 quarters since. The position peaked at $1K in Q3 2022. 36 funds tracked by Wall St. Rank hold SURG as of Q2 2026.

  • Barclays held 381 shares of SurgePays worth $138 as of Q2 2026.
  • SurgePays was a new Barclays position in Q2 2026.
  • SurgePays made up ﹤0.01% of Barclays's portfolio in Q2 2026, its #5160 holding.
  • Barclays first reported a position in SurgePays in Q3 2022 and has held it in 2 quarters since.
  • Barclays's SurgePays position peaked at $1K in Q3 2022.
  • 36 funds tracked by Wall St. Rank held SurgePays as of Q2 2026.

Based on Barclays's 13F filing for Q2 2026, filed 14 Aug 2026.