Ritter Daniher Financial Advisory’s SurgePays SURG Stock Holding History

Ritter Daniher Financial Advisory’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	$6	Hold	15	–	–	﹤0.01%	602
2026 Q1	$12	Buy	+15	New	+$17	﹤0.01%	588

Other funds holding SURG

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Ritter Daniher Financial Advisory's SURG Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its SurgePays (SURG) position steady in Q2 2026 at 15 shares worth $6. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Ritter Daniher Financial Advisory first reported a position in SURG in Q1 2026 and has held it in 2 quarters since. The position peaked at $12 in Q1 2026. 2 funds tracked by Wall St. Rank hold SURG as of Q2 2026.

Ritter Daniher Financial Advisory held 15 shares of SurgePays worth $6 as of Q2 2026.
Ritter Daniher Financial Advisory left its SurgePays share count unchanged in Q2 2026.
SurgePays made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #602 holding.
Ritter Daniher Financial Advisory first reported a position in SurgePays in Q1 2026 and has held it in 2 quarters since.
Ritter Daniher Financial Advisory's SurgePays position peaked at $12 in Q1 2026.
2 funds tracked by Wall St. Rank held SurgePays as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.