Northern Trust
SURG icon

Northern Trust’s SurgePays SURG Stock Holding History

Northern Trust’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 		$39.5K Hold
52,661
– – ﹤0.01% 4278
2025
Q4 		$87.9K Buy
52,661
+25,510
+94% +$56.8K ﹤0.01% 4160
2025
Q3 		$76.3K Hold
27,151
– – ﹤0.01% 4197
2025
Q2 		$84.4K Hold
27,151
– – ﹤0.01% 4145
2025
Q1 		$56.2K Sell
27,151
-36,118
-57% -$53.3K ﹤0.01% 4216
2024
Q4 		$113K Buy
63,269
+25,467
+67% +$44.9K ﹤0.01% 4131
2024
Q3 		$69.6K Hold
37,802
– – ﹤0.01% 4140
2024
Q2 		$121K Sell
37,802
-1,461
-4% -$5.52K ﹤0.01% 4004
2024
Q1 		$151K Sell
39,263
-3,120
-7% -$20.8K ﹤0.01% 3972
2023
Q4 		$273K Buy
42,383
+27,994
+195% +$149K ﹤0.01% 3765
2023
Q3 		$67.3K Hold
14,389
– – ﹤0.01% 4097
2023
Q2 		$105K Hold
14,389
– – ﹤0.01% 4026
2023
Q1 		$64.6K Hold
14,389
– – ﹤0.01% 4196
2022
Q4 		$94.4K Hold
14,389
– – ﹤0.01% 4105
2022
Q3 		$65K Hold
14,389
– – ﹤0.01% 4249
2022
Q2 		$69K Buy
14,389
+701
+5% +$2.96K ﹤0.01% 4307
2022
Q1 		$56K Buy
+13,688
New +$42.1K ﹤0.01% 4507

Other funds holding SURG

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GPWA
Gaddis Premier Wealth Advisors Durant, Oklahoma $136M 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

Northern Trust's SURG Position: Q1 2026 in Review

Northern Trust held its SurgePays (SURG) position steady in Q1 2026 at 52,661 shares worth $39.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4278.

Northern Trust first reported a position in SURG in Q1 2022 and has held it in 17 quarters since. The position peaked at $273K in Q4 2023. 33 funds tracked by Wall St. Rank hold SURG as of Q1 2026.

  • Northern Trust held 52,661 shares of SurgePays worth $39.5K as of Q1 2026.
  • Northern Trust left its SurgePays share count unchanged in Q1 2026.
  • SurgePays made up ﹤0.01% of Northern Trust's portfolio in Q1 2026, its #4278 holding.
  • Northern Trust first reported a position in SurgePays in Q1 2022 and has held it in 17 quarters since.
  • Northern Trust's SurgePays position peaked at $273K in Q4 2023.
  • 33 funds tracked by Wall St. Rank held SurgePays as of Q1 2026.

Based on Northern Trust's 13F filing for Q1 2026, filed 14 May 2026.