Commonwealth Equity Services’s SurgePays SURG Stock Holding History

Commonwealth Equity Services’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	-10,000	Closed	-$28K	–	4440
2025 Q3	$28K	Hold	10,000	–	–	﹤0.01%	4194
2025 Q2	$31K	Sell	10,000 -38,600	-79%	-$107K	﹤0.01%	4199
2025 Q1	$101K	Buy	+48,600	New	+$71.7K	﹤0.01%	3993
2022 Q4	–	Sell	-29,915	Closed	-$136K	–	3790
2022 Q3	$136K	Hold	29,915	–	–	﹤0.01%	3306
2022 Q2	$144K	Hold	29,915	–	–	﹤0.01%	3297
2022 Q1	$122K	Buy	+29,915	New	+$92K	﹤0.01%	3443

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

Commonwealth Equity Services's SURG Position: Q4 2025 in Review

Commonwealth Equity Services sold out of SurgePays (SURG) in Q4 2025, closing a stake of 10,000 shares — an estimated $28K sold.

Commonwealth Equity Services first reported a position in SURG in Q1 2022 and held it in 6 quarters. The position peaked at $144K in Q2 2022. 30 funds tracked by Wall St. Rank hold SURG as of Q4 2025.

Commonwealth Equity Services reported no remaining SurgePays position as of Q4 2025 after selling out during the quarter.
Commonwealth Equity Services sold 10,000 SurgePays shares in Q4 2025, an estimated $28K.
Commonwealth Equity Services first reported a position in SurgePays in Q1 2022 and held it in 6 quarters.
Commonwealth Equity Services's SurgePays position peaked at $144K in Q2 2022.
30 funds tracked by Wall St. Rank held SurgePays as of Q4 2025.

Based on Commonwealth Equity Services's 13F filing for Q4 2025, filed 12 Feb 2026.