EFG
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Ethos Financial Group’s SurgePays SURG Stock Holding History

Ethos Financial Group’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
Q1 		$21.5K Hold
12,867
– – ﹤0.01% 533
2025
Q4 		$21.5K Sell
12,867
-35,887
-74% -$79.9K ﹤0.01% 521
2025
Q3 		$137K Hold
48,754
– – 0.01% 476
2025
Q2 		$152K Buy
48,754
+21,186
+77% +$58.6K 0.01% 437
2025
Q1 		$57.1K Buy
+27,568
New +$40.7K 0.01% 431

Other funds holding SURG

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GPWA
Gaddis Premier Wealth Advisors Durant, Oklahoma $136M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
MCA
Millennium Capital Advisors Little Rock, Arkansas $183M AUM 33.88% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Ethos Financial Group's SURG Position: Q1 2026 in Review

Ethos Financial Group held its SurgePays (SURG) position steady in Q1 2026 at 12,867 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Ethos Financial Group first reported a position in SURG in Q1 2025 and has held it in 5 quarters since. The position peaked at $152K in Q2 2025. 33 funds tracked by Wall St. Rank hold SURG as of Q1 2026.

  • Ethos Financial Group held 12,867 shares of SurgePays worth $21.5K as of Q1 2026.
  • Ethos Financial Group left its SurgePays share count unchanged in Q1 2026.
  • SurgePays made up ﹤0.01% of Ethos Financial Group's portfolio in Q1 2026, its #533 holding.
  • Ethos Financial Group first reported a position in SurgePays in Q1 2025 and has held it in 5 quarters since.
  • Ethos Financial Group's SurgePays position peaked at $152K in Q2 2025.
  • 33 funds tracked by Wall St. Rank held SurgePays as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.