Citadel Advisors
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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
2025
Q4 		– Sell
-16,800
Closed -$47.2K – 14032
2025
Q3 		$47.2K Sell
16,800
-28,500
-63% -$80.8K ﹤0.01% 12239
2025
Q2 		$141K Buy
45,300
+41,300
+1,033% +$114K ﹤0.01% 11009
2025
Q1 		$8.28K Buy
4,000
+3,500
+700% +$5.17K ﹤0.01% 13647
2024
Q4 		$890 Sell
500
-23,200
-98% -$40.9K ﹤0.01% 14258
2024
Q3 		$43.6K Sell
23,700
-9,200
-28% -$20.9K ﹤0.01% 12060
2024
Q2 		$105K Sell
32,900
-59,700
-64% -$226K ﹤0.01% 10846
2024
Q1 		$357K Buy
92,600
+70,100
+312% +$468K ﹤0.01% 9103
2023
Q4 		$145K Buy
22,500
+9,100
+68% +$48.5K ﹤0.01% 10439
2023
Q3 		$62.7K Sell
13,400
-7,900
-37% -$41K ﹤0.01% 11466
2023
Q2 		$156K Buy
21,300
+12,500
+142% +$74.5K ﹤0.01% 10282
2023
Q1 		$39.5K Buy
8,800
+8,200
+1,367% +$44.2K ﹤0.01% 12446
2022
Q4 		$3.94K Buy
+600
New +$3.62K ﹤0.01% 14156

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
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
Renaissance Technologies
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.