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 Q2	$19K	Hold	52,661	–	–	﹤0.01%	4373
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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GPWA

Gaddis Premier Wealth Advisors Durant, Oklahoma $165M AUM

MCA

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

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 40.89% 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

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

Northern Trust's SURG Position: Q2 2026 in Review

Northern Trust held its SurgePays (SURG) position steady in Q2 2026 at 52,661 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #4373.

Northern Trust first reported a position in SURG in Q1 2022 and has held it in 18 quarters since. The position peaked at $273K in Q4 2023. 36 funds tracked by Wall St. Rank hold SURG as of Q2 2026.

Northern Trust held 52,661 shares of SurgePays worth $19K as of Q2 2026.
Northern Trust left its SurgePays share count unchanged in Q2 2026.
SurgePays made up ﹤0.01% of Northern Trust's portfolio in Q2 2026, its #4373 holding.
Northern Trust first reported a position in SurgePays in Q1 2022 and has held it in 18 quarters since.
Northern Trust's SurgePays position peaked at $273K in Q4 2023.
36 funds tracked by Wall St. Rank held SurgePays as of Q2 2026.

Based on Northern Trust's 13F filing for Q2 2026, filed 13 Aug 2026.