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Richards, Merrill & Peterson’s SurgePays SURG Stock Holding History

Richards, Merrill & Peterson’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
2025
Q1 		– Sell
-30
Closed -$53 – 526
2024
Q4 		$53 Buy
+30
New +$53 ﹤0.01% 502

Other funds holding SURG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCA
Millennium Capital Advisors Little Rock, Arkansas $183M AUM 33.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Richards, Merrill & Peterson's SURG Position: Q1 2025 in Review

Richards, Merrill & Peterson sold out of SurgePays (SURG) in Q1 2025, closing a stake of 30 shares — an estimated $53 sold.

Richards, Merrill & Peterson first reported a position in SURG in Q4 2024 and held it in 1 quarter. The position peaked at $53 in Q4 2024. 29 funds tracked by Wall St. Rank hold SURG as of Q1 2025.

  • Richards, Merrill & Peterson reported no remaining SurgePays position as of Q1 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 30 SurgePays shares in Q1 2025, an estimated $53.
  • Richards, Merrill & Peterson first reported a position in SurgePays in Q4 2024 and held it in 1 quarter.
  • Richards, Merrill & Peterson's SurgePays position peaked at $53 in Q4 2024.
  • 29 funds tracked by Wall St. Rank held SurgePays as of Q1 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q1 2025, filed 7 May 2025.