TRCT
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Tower Research Capital (TRC)’s SurgePays SURG Stock Holding History

Tower Research Capital (TRC)’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 		$2.69K Buy
+3,580
New +$3.96K ﹤0.01% 4434
2025
Q3 		– Sell
-300
Closed -$933 – 5619
2025
Q2 		$933 Sell
300
-3,117
-91% -$8.63K ﹤0.01% 4907
2025
Q1 		$7.07K Buy
3,417
+298
+10% +$440 ﹤0.01% 3983
2024
Q4 		$5.55K Buy
3,119
+937
+43% +$1.65K ﹤0.01% 4273
2024
Q3 		$4.01K Sell
2,182
-253
-10% -$574 ﹤0.01% 4707
2024
Q2 		$7.77K Buy
2,435
+2,376
+4,027% +$8.98K ﹤0.01% 4427
2024
Q1 		$227 Sell
59
-709
-92% -$4.73K ﹤0.01% 5583
2023
Q4 		$4.95K Sell
768
-399
-34% -$2.12K ﹤0.01% 4896
2023
Q3 		$5.46K Buy
+1,167
New +$6.05K ﹤0.01% 4715
2022
Q4 		– Sell
-5,274
Closed -$24K – 6362
2022
Q3 		$24K Buy
5,274
+4,645
+738% +$23.7K ﹤0.01% 3792
2022
Q2 		$3K Sell
629
-3,351
-84% -$14.1K ﹤0.01% 5411
2022
Q1 		$16K Buy
3,980
+2,262
+132% +$6.95K ﹤0.01% 3770
2021
Q4 		$3K Buy
+1,718
New +$4.4K ﹤0.01% 5494

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
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Tower Research Capital (TRC)'s SURG Position: Q1 2026 in Review

Tower Research Capital (TRC) opened a new position in SurgePays (SURG) in Q1 2026: 3,580 shares worth $2.69K. The stake represents ﹤0.01% of the portfolio and ranks #4434 among its holdings. This is a return to the name: Tower Research Capital (TRC) previously reported a position in SURG as recently as Q2 2025.

Tower Research Capital (TRC) first reported a position in SURG in Q4 2021 and has held it in 13 quarters since. The position peaked at $24K in Q3 2022. 33 funds tracked by Wall St. Rank hold SURG as of Q1 2026.

  • Tower Research Capital (TRC) held 3,580 shares of SurgePays worth $2.69K as of Q1 2026.
  • SurgePays was a new Tower Research Capital (TRC) position in Q1 2026.
  • SurgePays made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #4434 holding.
  • Tower Research Capital (TRC) first reported a position in SurgePays in Q4 2021 and has held it in 13 quarters since.
  • Tower Research Capital (TRC)'s SurgePays position peaked at $24K in Q3 2022.
  • 33 funds tracked by Wall St. Rank held SurgePays as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.