Citigroup’s SurgePays SURG Stock Holding History

Citigroup’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	-39	Closed	-$110	–	6463
2025 Q3	$110	Buy	+39	New	+$111	﹤0.01%	5803
2025 Q1	–	Sell	-1,281	Closed	-$2.28K	–	5951
2024 Q4	$2.28K	Buy	+1,281	New	+$2.26K	﹤0.01%	5541

Other funds holding SURG

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 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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Citigroup's SURG Position: Q4 2025 in Review

Citigroup sold out of SurgePays (SURG) in Q4 2025, closing a stake of 39 shares — an estimated $110 sold.

Citigroup first reported a position in SURG in Q4 2024 and held it in 2 quarters. The position peaked at $2.28K in Q4 2024. 30 funds tracked by Wall St. Rank hold SURG as of Q4 2025.

Citigroup reported no remaining SurgePays position as of Q4 2025 after selling out during the quarter.
Citigroup sold 39 SurgePays shares in Q4 2025, an estimated $110.
Citigroup first reported a position in SurgePays in Q4 2024 and held it in 2 quarters.
Citigroup's SurgePays position peaked at $2.28K in Q4 2024.
30 funds tracked by Wall St. Rank held SurgePays as of Q4 2025.

Based on Citigroup's 13F filing for Q4 2025, filed 13 Feb 2026.