BlackRock
SURG icon

BlackRock’s SurgePays SURG Stock Holding History

BlackRock’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 		$10.6K Sell
29,331
-40,923
-58% -$22.6K ﹤0.01% 5434
2026
Q1 		$52.8K Buy
70,254
+10,077
+17% +$11.1K ﹤0.01% 5116
2025
Q4 		$100K Sell
60,177
-5,112
-8% -$11.4K ﹤0.01% 4907
2025
Q3 		$183K Buy
65,289
+997
+2% +$2.83K ﹤0.01% 4694
2025
Q2 		$200K Buy
64,292
+946
+1% +$2.62K ﹤0.01% 4672
2025
Q1 		$131K Sell
63,346
-648
-1% -$957 ﹤0.01% 4694
2024
Q4 		$114K Buy
63,994
+216
+0.3% +$381 ﹤0.01% 4761
2024
Q3 		$117K Buy
63,778
+1,296
+2% +$2.94K ﹤0.01% 4645
2024
Q2 		$199K Buy
62,482
+12,046
+24% +$45.5K ﹤0.01% 4549
2024
Q1 		$194K Buy
50,436
+549
+1% +$3.66K ﹤0.01% 4588
2023
Q4 		$322K Buy
49,887
+28,089
+129% +$150K ﹤0.01% 4529
2023
Q3 		$102K Sell
21,798
-854
-4% -$4.43K ﹤0.01% 4841
2023
Q2 		$166K Buy
22,652
+5,721
+34% +$34.1K ﹤0.01% 4778
2023
Q1 		$76K Buy
16,931
+516
+3% +$2.78K ﹤0.01% 5034
2022
Q4 		$108K Buy
16,415
+662
+4% +$4K ﹤0.01% 5021
2022
Q3 		$72K Buy
15,753
+830
+6% +$4.24K ﹤0.01% 5275
2022
Q2 		$72K Buy
+14,923
New +$62.9K ﹤0.01% 5329

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

BlackRock's SURG Position: Q2 2026 in Review

BlackRock reduced its SurgePays (SURG) stake by 58% in Q2 2026, selling an estimated $22.6K and leaving 29,331 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #5434.

BlackRock first reported a position in SURG in Q2 2022 and has held it in 17 quarters since. The position peaked at $322K in Q4 2023. 36 funds tracked by Wall St. Rank hold SURG as of Q2 2026.

  • BlackRock held 29,331 shares of SurgePays worth $10.6K as of Q2 2026.
  • BlackRock sold 40,923 SurgePays shares in Q2 2026, an estimated $22.6K.
  • SurgePays made up ﹤0.01% of BlackRock's portfolio in Q2 2026, its #5434 holding.
  • BlackRock first reported a position in SurgePays in Q2 2022 and has held it in 17 quarters since.
  • BlackRock's SurgePays position peaked at $322K in Q4 2023.
  • 36 funds tracked by Wall St. Rank held SurgePays as of Q2 2026.

Based on BlackRock's 13F filing for Q2 2026, filed 7 Aug 2026.