Citadel Advisors’s SurgePays SURG Stock Holding History

Citadel Advisors’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	$30K	Buy	+83,163	New	+$46K	﹤0.01%	13301
2025 Q1	–	Sell	-41,486	Closed	-$61.2K	–	15530
2024 Q4	$73.8K	Buy	+41,486	New	+$73.1K	﹤0.01%	11890
2024 Q2	–	Sell	-3,558	Closed	-$13.4K	–	15361
2024 Q1	$13.7K	Buy	+3,558	New	+$23.7K	﹤0.01%	13285
2023 Q4	–	Sell	-1,129	Closed	-$6.01K	–	15226
2023 Q3	$5.28K	Sell	1,129 -12,045	-91%	-$62.5K	﹤0.01%	13411
2023 Q2	$96.3K	Buy	+13,174	New	+$78.5K	﹤0.01%	11001
2022 Q1	–	Sell	-13,584	Closed	-$27K	–	14542
2021 Q4	$27K	Buy	+13,584	New	+$34.8K	﹤0.01%	13508

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Citadel Advisors's SURG Position: Q2 2026 in Review

Citadel Advisors opened a new position in SurgePays (SURG) in Q2 2026: 83,163 shares worth $30K. The stake represents ﹤0.01% of the portfolio and ranks #13301 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in SURG as recently as Q4 2024.

Citadel Advisors first reported a position in SURG in Q4 2021 and has held it in 6 quarters since. The position peaked at $96.3K in Q2 2023. 36 funds tracked by Wall St. Rank hold SURG as of Q2 2026.

Citadel Advisors held 83,163 shares of SurgePays worth $30K as of Q2 2026.
SurgePays was a new Citadel Advisors position in Q2 2026.
SurgePays made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #13301 holding.
Citadel Advisors first reported a position in SurgePays in Q4 2021 and has held it in 6 quarters since.
Citadel Advisors's SurgePays position peaked at $96.3K in Q2 2023.
36 funds tracked by Wall St. Rank held SurgePays as of Q2 2026.

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