State Street’s SurgePays SURG Stock Holding History

State Street’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	$22.3K	Hold	61,800	–	–	﹤0.01%	4126
2026 Q1	$46.4K	Hold	61,800	–	–	﹤0.01%	4138
2025 Q4	$103K	Hold	61,800	–	–	﹤0.01%	4040
2025 Q3	$174K	Buy	61,800 +26,000	+73%	+$73.7K	﹤0.01%	3947
2025 Q2	$112K	Hold	35,800	–	–	﹤0.01%	3958
2025 Q1	$74.1K	Hold	35,800	–	–	﹤0.01%	4028
2024 Q4	$63.7K	Hold	35,800	–	–	﹤0.01%	4073
2024 Q3	$65.9K	Hold	35,800	–	–	﹤0.01%	4053
2024 Q2	$114K	Hold	35,800	–	–	﹤0.01%	3968
2024 Q1	$138K	Buy	35,800 +5,400	+18%	+$36K	﹤0.01%	3961
2023 Q4	$196K	Hold	30,400	–	–	﹤0.01%	3903
2023 Q3	$142K	Hold	30,400	–	–	﹤0.01%	4023
2023 Q2	$222K	Hold	30,400	–	–	﹤0.01%	3973
2023 Q1	$136K	Hold	30,400	–	–	﹤0.01%	4212
2022 Q4	$199K	Buy	30,400 +4,700	+18%	+$28.4K	﹤0.01%	4099
2022 Q3	$117K	Buy	25,700 +14,600	+132%	+$74.5K	﹤0.01%	4404
2022 Q2	$54K	Buy	+11,100	New	+$46.8K	﹤0.01%	4710

Other funds holding SURG

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GPWA

Gaddis Premier Wealth Advisors Durant, Oklahoma $165M AUM

MCA

Millennium Capital Advisors Little Rock, Arkansas $183M AUM 33.88% 1-Year Est. Return

CCC

Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street's SURG Position: Q2 2026 in Review

State Street held its SurgePays (SURG) position steady in Q2 2026 at 61,800 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4126.

State Street first reported a position in SURG in Q2 2022 and has held it in 17 quarters since. The position peaked at $222K in Q2 2023. 36 funds tracked by Wall St. Rank hold SURG as of Q2 2026.

State Street held 61,800 shares of SurgePays worth $22.3K as of Q2 2026.
State Street left its SurgePays share count unchanged in Q2 2026.
SurgePays made up ﹤0.01% of State Street's portfolio in Q2 2026, its #4126 holding.
State Street first reported a position in SurgePays in Q2 2022 and has held it in 17 quarters since.
State Street's SurgePays position peaked at $222K in Q2 2023.
36 funds tracked by Wall St. Rank held SurgePays as of Q2 2026.

Based on State Street's 13F filing for Q2 2026, filed 7 Aug 2026.