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Financial Network Wealth Advisors’s SurgePays SURG Stock Holding History

Financial Network Wealth Advisors’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 		– Sell
-1,000
Closed -$751 – 888
2026
Q1 		$751 Hold
1,000
– – ﹤0.01% 760
2025
Q4 		$1.67K Hold
1,000
– – ﹤0.01% 711
2025
Q3 		$2.81K Hold
1,000
– – ﹤0.01% 606
2025
Q2 		$3.11K Hold
1,000
– – ﹤0.01% 572
2025
Q1 		$2.07K Buy
+1,000
New +$1.48K ﹤0.01% 588
2024
Q4 		– Sell
-1,000
Closed -$1.84K – 805
2024
Q3 		$1.84K Hold
1,000
– – ﹤0.01% 660
2024
Q2 		$3.19K Buy
+1,000
New +$3.78K ﹤0.01% 657

Other funds holding SURG

MCA
Millennium Capital Advisors Little Rock, Arkansas $183M AUM 33.88% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Financial Network Wealth Advisors's SURG Position: Q2 2026 in Review

Financial Network Wealth Advisors sold out of SurgePays (SURG) in Q2 2026, closing a stake of 1,000 shares — an estimated $751 sold.

Financial Network Wealth Advisors first reported a position in SURG in Q2 2024 and held it in 7 quarters. The position peaked at $3.19K in Q2 2024. 5 funds tracked by Wall St. Rank hold SURG as of Q2 2026.

  • Financial Network Wealth Advisors reported no remaining SurgePays position as of Q2 2026 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 1,000 SurgePays shares in Q2 2026, an estimated $751.
  • Financial Network Wealth Advisors first reported a position in SurgePays in Q2 2024 and held it in 7 quarters.
  • Financial Network Wealth Advisors's SurgePays position peaked at $3.19K in Q2 2024.
  • 5 funds tracked by Wall St. Rank held SurgePays as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.