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SURG icon

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
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% -$2.87K ﹤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

MCA
Millennium Capital Advisors Little Rock, Arkansas $183M AUM 33.88% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

SBI Securities's SURG Position: Q2 2026 in Review

SBI Securities increased its SurgePays (SURG) stake by 18% in Q2 2026, buying an estimated $572 and bringing the position to 6,857 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #2484.

SBI Securities first reported a position in SURG in Q4 2024 and has held it in 7 quarters since. The position peaked at $15K in Q2 2025. 5 funds tracked by Wall St. Rank hold SURG as of Q2 2026.

  • SBI Securities held 6,857 shares of SurgePays worth $2.48K as of Q2 2026.
  • SBI Securities bought 1,034 SurgePays shares in Q2 2026, an estimated $572.
  • SurgePays made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2484 holding.
  • SBI Securities first reported a position in SurgePays in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's SurgePays position peaked at $15K in Q2 2025.
  • 5 funds tracked by Wall St. Rank held SurgePays as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.