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D.A. Davidson & Co’s SurgePays SURG Stock Holding History

D.A. Davidson & Co’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
Q3 		– Sell
-10,947
Closed -$34K – 1588
2025
Q2 		$34K Sell
10,947
-1,317
-11% -$3.65K ﹤0.01% 1427
2025
Q1 		$25.4K Buy
+12,264
New +$18.1K ﹤0.01% 1390

Other funds holding SURG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
MCA
Millennium Capital Advisors Little Rock, Arkansas $162M AUM 30.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

D.A. Davidson & Co's SURG Position: Q3 2025 in Review

D.A. Davidson & Co sold out of SurgePays (SURG) in Q3 2025, closing a stake of 10,947 shares — an estimated $34K sold.

D.A. Davidson & Co first reported a position in SURG in Q1 2025 and held it in 2 quarters. The position peaked at $34K in Q2 2025. 32 funds tracked by Wall St. Rank hold SURG as of Q3 2025.

  • D.A. Davidson & Co reported no remaining SurgePays position as of Q3 2025 after selling out during the quarter.
  • D.A. Davidson & Co sold 10,947 SurgePays shares in Q3 2025, an estimated $34K.
  • D.A. Davidson & Co first reported a position in SurgePays in Q1 2025 and held it in 2 quarters.
  • D.A. Davidson & Co's SurgePays position peaked at $34K in Q2 2025.
  • 32 funds tracked by Wall St. Rank held SurgePays as of Q3 2025.

Based on D.A. Davidson & Co's 13F filing for Q3 2025, filed 22 Oct 2025.