Jones Financial Companies
SURG icon

Jones Financial Companies’s SurgePays SURG Stock Holding History

Jones Financial Companies’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 		$2.06K Hold
2,783
– – ﹤0.01% 4143
2025
Q4 		$4.65K Buy
+2,783
New +$6.2K ﹤0.01% 3537
2025
Q3 		– Sell
-150
Closed -$477 – 4366
2025
Q2 		$477 Hold
150
– – ﹤0.01% 3811
2025
Q1 		$269 Hold
150
– – ﹤0.01% 3570
2024
Q4 		$267 Buy
+150
New +$264 ﹤0.01% 3291

Other funds holding SURG

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GPWA
Gaddis Premier Wealth Advisors Durant, Oklahoma $165M 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

Jones Financial Companies's SURG Position: Q1 2026 in Review

Jones Financial Companies held its SurgePays (SURG) position steady in Q1 2026 at 2,783 shares worth $2.06K. The position accounts for ﹤0.01% of the portfolio, ranked #4143.

Jones Financial Companies first reported a position in SURG in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.65K in Q4 2025. 33 funds tracked by Wall St. Rank hold SURG as of Q1 2026.

  • Jones Financial Companies held 2,783 shares of SurgePays worth $2.06K as of Q1 2026.
  • Jones Financial Companies left its SurgePays share count unchanged in Q1 2026.
  • SurgePays made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4143 holding.
  • Jones Financial Companies first reported a position in SurgePays in Q4 2024 and has held it in 5 quarters since.
  • Jones Financial Companies's SurgePays position peaked at $4.65K in Q4 2025.
  • 33 funds tracked by Wall St. Rank held SurgePays as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.