CIBC Private Wealth Group
SURG icon

CIBC Private Wealth Group’s SurgePays SURG Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$109K Sell
65,000
-10,000
-13% -$22.3K ﹤0.01% 1475
2025
Q3 		$211K Buy
+75,000
New +$213K ﹤0.01% 1158

Other funds holding SURG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GPWA
Gaddis Premier Wealth Advisors Durant, Oklahoma $136M AUM
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MCA
Millennium Capital Advisors Little Rock, Arkansas $183M AUM 33.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CIBC Private Wealth Group's SURG Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its SurgePays (SURG) stake by 13% in Q4 2025, selling an estimated $22.3K and leaving 65,000 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

CIBC Private Wealth Group first reported a position in SURG in Q3 2025 and has held it in 2 quarters since. The position peaked at $211K in Q3 2025. 30 funds tracked by Wall St. Rank hold SURG as of Q4 2025.

  • CIBC Private Wealth Group held 65,000 shares of SurgePays worth $109K as of Q4 2025.
  • CIBC Private Wealth Group sold 10,000 SurgePays shares in Q4 2025, an estimated $22.3K.
  • SurgePays made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1475 holding.
  • CIBC Private Wealth Group first reported a position in SurgePays in Q3 2025 and has held it in 2 quarters since.
  • CIBC Private Wealth Group's SurgePays position peaked at $211K in Q3 2025.
  • 30 funds tracked by Wall St. Rank held SurgePays as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.