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
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

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 $162M AUM 30.64% 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

Osaic Holdings's SURG Position: Q1 2026 in Review

Osaic Holdings held its SurgePays (SURG) position steady in Q1 2026 at 1,429 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #7246.

Osaic Holdings first reported a position in SURG in Q4 2023 and has held it in 7 quarters since. The position peaked at $83.8K in Q4 2023. 33 funds tracked by Wall St. Rank hold SURG as of Q1 2026.

  • Osaic Holdings held 1,429 shares of SurgePays worth $1.07K as of Q1 2026.
  • Osaic Holdings left its SurgePays share count unchanged in Q1 2026.
  • SurgePays made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #7246 holding.
  • Osaic Holdings first reported a position in SurgePays in Q4 2023 and has held it in 7 quarters since.
  • Osaic Holdings's SurgePays position peaked at $83.8K in Q4 2023.
  • 33 funds tracked by Wall St. Rank held SurgePays as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.