James Investment Research’s SurgePays SURG Stock Holding History

James Investment Research’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	$11.7K	Hold	32,500	–	–	﹤0.01%	375
2026 Q1	$24.4K	Hold	32,500	–	–	﹤0.01%	358
2025 Q4	$54.3K	Hold	32,500	–	–	0.01%	350
2025 Q3	$91.3K	Buy	32,500 +13,500	+71%	+$38.3K	0.01%	337
2025 Q2	$59.1K	Buy	19,000 +6,000	+46%	+$16.6K	0.01%	327
2025 Q1	$26.9K	Hold	13,000	–	–	﹤0.01%	323
2024 Q4	$23.1K	Hold	13,000	–	–	﹤0.01%	329
2024 Q3	$23.9K	Hold	13,000	–	–	﹤0.01%	331
2024 Q2	$41.5K	Hold	13,000	–	–	﹤0.01%	320
2024 Q1	$50K	Buy	13,000 +3,000	+30%	+$20K	0.01%	314
2023 Q4	$64.5K	Hold	10,000	–	–	0.01%	297
2023 Q3	$46.8K	Buy	+10,000	New	+$51.9K	0.01%	281

Other funds holding SURG

GPWA

Gaddis Premier Wealth Advisors Durant, Oklahoma $165M AUM

MCA

Millennium Capital Advisors Little Rock, Arkansas $183M AUM 33.88% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

James Investment Research's SURG Position: Q2 2026 in Review

James Investment Research held its SurgePays (SURG) position steady in Q2 2026 at 32,500 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

James Investment Research first reported a position in SURG in Q3 2023 and has held it in 12 quarters since. The position peaked at $91.3K in Q3 2025. 6 funds tracked by Wall St. Rank hold SURG as of Q2 2026.

James Investment Research held 32,500 shares of SurgePays worth $11.7K as of Q2 2026.
James Investment Research left its SurgePays share count unchanged in Q2 2026.
SurgePays made up ﹤0.01% of James Investment Research's portfolio in Q2 2026, its #375 holding.
James Investment Research first reported a position in SurgePays in Q3 2023 and has held it in 12 quarters since.
James Investment Research's SurgePays position peaked at $91.3K in Q3 2025.
6 funds tracked by Wall St. Rank held SurgePays as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.