Osaic Holdings
SURG icon

Osaic Holdings’s SurgePays SURG Stock Holding History

Osaic Holdings’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 		$514 Hold
1,429
– – ﹤0.01% 7643
2026
Q1 		$1.07K Hold
1,429
– – ﹤0.01% 7246
2025
Q4 		$2.39K Hold
1,429
– – ﹤0.01% 7034
2025
Q3 		$4.09K Hold
1,429
– – ﹤0.01% 6861
2025
Q2 		$4.44K Buy
+1,429
New +$3.96K ﹤0.01% 6606
2024
Q3 		– Sell
-16,625
Closed -$53K – 7547
2024
Q2 		$53K Buy
16,625
+875
+6% +$3.31K ﹤0.01% 4636
2024
Q1 		$60.6K Buy
15,750
+2,762
+21% +$18.4K ﹤0.01% 4605
2023
Q4 		$83.8K Buy
+12,988
New +$69.2K ﹤0.01% 4556

Other funds holding SURG

Vanguard Capital Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Osaic Holdings's SURG Position: Q2 2026 in Review

Osaic Holdings held its SurgePays (SURG) position steady in Q2 2026 at 1,429 shares worth $514. The position accounts for ﹤0.01% of the portfolio, ranked #7643.

Osaic Holdings first reported a position in SURG in Q4 2023 and has held it in 8 quarters since. The position peaked at $83.8K in Q4 2023. 36 funds tracked by Wall St. Rank hold SURG as of Q2 2026.

  • Osaic Holdings held 1,429 shares of SurgePays worth $514 as of Q2 2026.
  • Osaic Holdings left its SurgePays share count unchanged in Q2 2026.
  • SurgePays made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #7643 holding.
  • Osaic Holdings first reported a position in SurgePays in Q4 2023 and has held it in 8 quarters since.
  • Osaic Holdings's SurgePays position peaked at $83.8K in Q4 2023.
  • 36 funds tracked by Wall St. Rank held SurgePays as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.