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 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

GPWA

Gaddis Premier Wealth Advisors Durant, Oklahoma $136M AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CCC

Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return

MCA

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

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

State Street's SURG Position: Q1 2026 in Review

State Street held its SurgePays (SURG) position steady in Q1 2026 at 61,800 shares worth $46.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4138.

State Street first reported a position in SURG in Q2 2022 and has held it in 16 quarters since. The position peaked at $222K in Q2 2023. 33 funds tracked by Wall St. Rank hold SURG as of Q1 2026.

State Street held 61,800 shares of SurgePays worth $46.4K as of Q1 2026.
State Street left its SurgePays share count unchanged in Q1 2026.
SurgePays made up ﹤0.01% of State Street's portfolio in Q1 2026, its #4138 holding.
State Street first reported a position in SurgePays in Q2 2022 and has held it in 16 quarters since.
State Street's SurgePays position peaked at $222K in Q2 2023.
33 funds tracked by Wall St. Rank held SurgePays as of Q1 2026.

Based on State Street's 13F filing for Q1 2026, filed 15 May 2026.