SBI Securities’s SurgePays SURG Stock Holding History

SBI Securities’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 Q3	$1.03K	Buy	6,866 +9	+0.1%	+$2	﹤0.01%	2846
2026 Q2	$2.48K	Buy	6,857 +1,034	+18%	+$572	﹤0.01%	2484
2026 Q1	$4.37K	Buy	5,823 +1,000	+21%	+$1.1K	﹤0.01%	2091
2025 Q4	$8.05K	Sell	4,823 -2	-0%	-$4	﹤0.01%	1812
2025 Q3	$13.6K	Buy	4,825 +2	+0%	+$6	﹤0.01%	1618
2025 Q2	$15K	Sell	4,823 -1,035	-18%	-$2.86K	﹤0.01%	1522
2025 Q1	$12.1K	Buy	5,858 +35	+0.6%	+$52	﹤0.01%	1528
2024 Q4	$10.4K	Buy	+5,823	New	+$10.3K	﹤0.01%	1631

Other funds holding SURG

Millennium Capital Advisors Little Rock, Arkansas $190M AUM 26.52% 1-Year Est. Return

James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Tableaux Stockbridge, Massachusetts $245M AUM 18.28% 1-Year Est. Return

SBI Securities's SURG Position: Q3 2026 in Review

SBI Securities increased its SurgePays (SURG) stake by 0.13% in Q3 2026, buying an estimated $2 and bringing the position to 6,866 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #2846.

SBI Securities first reported a position in SURG in Q4 2024 and has held it in 8 quarters since. The position peaked at $15K in Q2 2025. 6 funds tracked by Wall St. Rank hold SURG as of Q3 2026.

SBI Securities held 6,866 shares of SurgePays worth $1.03K as of Q3 2026.
SBI Securities bought 9 SurgePays shares in Q3 2026, an estimated $2.
SurgePays made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #2846 holding.
SBI Securities first reported a position in SurgePays in Q4 2024 and has held it in 8 quarters since.
SBI Securities's SurgePays position peaked at $15K in Q2 2025.
6 funds tracked by Wall St. Rank held SurgePays as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.