CIBC Bancorp USA’s SurgePays SURG Stock Holding History

CIBC Bancorp USA’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	–	Sell	-65,000	Closed	-$48.8K	–	2030
2026 Q1	$48.8K	Buy	+65,000	New	+$71.8K	﹤0.01%	1719

Other funds holding SURG

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CIBC Bancorp USA's SURG Position: Q2 2026 in Review

CIBC Bancorp USA sold out of SurgePays (SURG) in Q2 2026, closing a stake of 65,000 shares — an estimated $48.8K sold.

CIBC Bancorp USA first reported a position in SURG in Q1 2026 and held it in 1 quarter. The position peaked at $48.8K in Q1 2026. 37 funds tracked by Wall St. Rank hold SURG as of Q2 2026.

CIBC Bancorp USA reported no remaining SurgePays position as of Q2 2026 after selling out during the quarter.
CIBC Bancorp USA sold 65,000 SurgePays shares in Q2 2026, an estimated $48.8K.
CIBC Bancorp USA first reported a position in SurgePays in Q1 2026 and held it in 1 quarter.
CIBC Bancorp USA's SurgePays position peaked at $48.8K in Q1 2026.
37 funds tracked by Wall St. Rank held SurgePays as of Q2 2026.

Based on CIBC Bancorp USA's 13F filing for Q2 2026, filed 13 Aug 2026.