Millennium Capital Advisors’s SurgePays SURG Stock Holding History

Millennium Capital 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	$75.8K	Buy	210,000 +125,000	+147%	+$69.1K	0.04%	137
2026 Q1	$63.8K	Hold	85,000	–	–	0.04%	133
2025 Q4	$142K	Buy	85,000 +10,000	+13%	+$22.3K	0.08%	128
2025 Q3	$211K	Hold	75,000	–	–	0.13%	127
2025 Q2	$233K	Hold	75,000	–	–	0.16%	109
2025 Q1	$155K	Buy	75,000 +5,000	+7%	+$7.38K	0.11%	112
2024 Q4	$125K	Buy	+70,000	New	+$123K	0.09%	115

Other funds holding SURG

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GPWA

Gaddis Premier Wealth Advisors Durant, Oklahoma $165M AUM

CCC

Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Millennium Capital Advisors's SURG Position: Q2 2026 in Review

Millennium Capital Advisors increased its SurgePays (SURG) stake by 147% in Q2 2026, buying an estimated $69.1K and bringing the position to 210,000 shares worth $75.8K. The position accounts for 0.04% of the portfolio, ranked #137.

Millennium Capital Advisors first reported a position in SURG in Q4 2024 and has held it in 7 quarters since. The position peaked at $233K in Q2 2025. 36 funds tracked by Wall St. Rank hold SURG as of Q2 2026.

Millennium Capital Advisors held 210,000 shares of SurgePays worth $75.8K as of Q2 2026.
Millennium Capital Advisors bought 125,000 SurgePays shares in Q2 2026, an estimated $69.1K.
SurgePays made up 0.04% of Millennium Capital Advisors's portfolio in Q2 2026, its #137 holding.
Millennium Capital Advisors first reported a position in SurgePays in Q4 2024 and has held it in 7 quarters since.
Millennium Capital Advisors's SurgePays position peaked at $233K in Q2 2025.
36 funds tracked by Wall St. Rank held SurgePays as of Q2 2026.

Based on Millennium Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.