Royal Bank of Canada
SURG icon

Royal Bank of Canada’s SurgePays SURG Stock Holding History

Royal Bank of Canada’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
Q4 		– Sell
-84
Closed – – 7621
2025
Q3 		$0 Buy
+84
New +$238 ﹤0.01% 7514
2024
Q3 		– Sell
-26,160
Closed -$84K – 7415
2024
Q2 		$84K Buy
26,160
+25,503
+3,882% +$96.4K ﹤0.01% 5370
2024
Q1 		$3K Buy
657
+621
+1,725% +$4.14K ﹤0.01% 6617
2023
Q4 		$0 Buy
+36
New +$192 ﹤0.01% 7563
2023
Q3 		– Sell
-170
Closed -$1K – 7568
2023
Q2 		$1K Buy
+170
New +$1.01K ﹤0.01% 7076
2022
Q4 		– Sell
-95
Closed – – 7693
2022
Q3 		$0 Buy
+95
New +$485 ﹤0.01% 7841

Other funds holding SURG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GPWA
Gaddis Premier Wealth Advisors Durant, Oklahoma $165M AUM
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
MCA
Millennium Capital Advisors Little Rock, Arkansas $183M AUM 33.88% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Royal Bank of Canada's SURG Position: Q4 2025 in Review

Royal Bank of Canada sold out of SurgePays (SURG) in Q4 2025, closing a stake of 84 shares.

Royal Bank of Canada first reported a position in SURG in Q3 2022 and held it in 6 quarters. The position peaked at $84K in Q2 2024. 30 funds tracked by Wall St. Rank hold SURG as of Q4 2025.

  • Royal Bank of Canada reported no remaining SurgePays position as of Q4 2025 after selling out during the quarter.
  • Royal Bank of Canada sold 84 SurgePays shares in Q4 2025.
  • Royal Bank of Canada first reported a position in SurgePays in Q3 2022 and held it in 6 quarters.
  • Royal Bank of Canada's SurgePays position peaked at $84K in Q2 2024.
  • 30 funds tracked by Wall St. Rank held SurgePays as of Q4 2025.

Based on Royal Bank of Canada's 13F filing for Q4 2025, filed 17 Feb 2026.