EFG
SURG icon

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
Q2 		$18.1K Buy
50,233
+37,366
+290% +$20.7K ﹤0.01% 633
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

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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
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

Ethos Financial Group's SURG Position: Q2 2026 in Review

Ethos Financial Group increased its SurgePays (SURG) stake by 290% in Q2 2026, buying an estimated $20.7K and bringing the position to 50,233 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Ethos Financial Group first reported a position in SURG in Q1 2025 and has held it in 6 quarters since. The position peaked at $152K in Q2 2025. 36 funds tracked by Wall St. Rank hold SURG as of Q2 2026.

  • Ethos Financial Group held 50,233 shares of SurgePays worth $18.1K as of Q2 2026.
  • Ethos Financial Group bought 37,366 SurgePays shares in Q2 2026, an estimated $20.7K.
  • SurgePays made up ﹤0.01% of Ethos Financial Group's portfolio in Q2 2026, its #633 holding.
  • Ethos Financial Group first reported a position in SurgePays in Q1 2025 and has held it in 6 quarters since.
  • Ethos Financial Group's SurgePays position peaked at $152K in Q2 2025.
  • 36 funds tracked by Wall St. Rank held SurgePays as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.