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Virtu Financial’s SurgePays SURG Stock Holding History

Virtu Financial’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 		$10K Buy
+27,030
New +$14.9K ﹤0.01% 1441
2024
Q4 		– Sell
-13,723
Closed -$25K – 2036
2024
Q3 		$25K Buy
+13,723
New +$31.1K ﹤0.01% 1107
2022
Q1 		– Sell
-20,839
Closed -$42K – 2010
2021
Q4 		$42K Buy
+20,839
New +$53.4K ﹤0.01% 1377

Other funds holding SURG

Vanguard Capital Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Virtu Financial's SURG Position: Q2 2026 in Review

Virtu Financial opened a new position in SurgePays (SURG) in Q2 2026: 27,030 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #1441 among its holdings. This is a return to the name: Virtu Financial previously reported a position in SURG as recently as Q3 2024.

Virtu Financial first reported a position in SURG in Q4 2021 and has held it in 3 quarters since. The position peaked at $42K in Q4 2021. 36 funds tracked by Wall St. Rank hold SURG as of Q2 2026.

  • Virtu Financial held 27,030 shares of SurgePays worth $10K as of Q2 2026.
  • SurgePays was a new Virtu Financial position in Q2 2026.
  • SurgePays made up ﹤0.01% of Virtu Financial's portfolio in Q2 2026, its #1441 holding.
  • Virtu Financial first reported a position in SurgePays in Q4 2021 and has held it in 3 quarters since.
  • Virtu Financial's SurgePays position peaked at $42K in Q4 2021.
  • 36 funds tracked by Wall St. Rank held SurgePays as of Q2 2026.

Based on Virtu Financial's 13F filing for Q2 2026, filed 13 Aug 2026.