Wells Fargo
SURG icon

Wells Fargo’s SurgePays SURG Stock Holding History

Wells Fargo’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
2025
Q1 		– Sell
-200
Closed -$356 – 7253
2024
Q4 		$356 Hold
200
– – ﹤0.01% 6329
2024
Q3 		$368 Hold
200
– – ﹤0.01% 6188
2024
Q2 		$638 Sell
200
-87
-30% -$329 ﹤0.01% 6126
2024
Q1 		$1.1K Buy
287
+221
+335% +$1.47K ﹤0.01% 6132
2023
Q4 		$426 Buy
66
+4
+6% +$21 ﹤0.01% 6422
2023
Q3 		$290 Sell
62
-1,004
-94% -$5.21K ﹤0.01% 6491
2023
Q2 		$7.79K Buy
1,066
+1,002
+1,566% +$5.97K ﹤0.01% 5968
2023
Q1 		$287 Buy
64
+7
+12% +$38 ﹤0.01% 6673
2022
Q4 		$374 Buy
57
+2
+4% +$12 ﹤0.01% 6464
2022
Q3 		$0 Buy
55
+7
+15% +$36 ﹤0.01% 7329
2022
Q2 		$0 Buy
48
+4
+9% +$17 ﹤0.01% 7455
2022
Q1 		$0 Sell
44
-1
-2% -$3 ﹤0.01% 7775
2021
Q4 		$0 Buy
+45
New +$115 ﹤0.01% 7780

Other funds holding SURG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCA
Millennium Capital Advisors Little Rock, Arkansas $183M AUM 33.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Wells Fargo's SURG Position: Q1 2025 in Review

Wells Fargo sold out of SurgePays (SURG) in Q1 2025, closing a stake of 200 shares — an estimated $356 sold.

Wells Fargo first reported a position in SURG in Q4 2021 and held it in 13 quarters. The position peaked at $7.79K in Q2 2023. 29 funds tracked by Wall St. Rank hold SURG as of Q1 2025.

  • Wells Fargo reported no remaining SurgePays position as of Q1 2025 after selling out during the quarter.
  • Wells Fargo sold 200 SurgePays shares in Q1 2025, an estimated $356.
  • Wells Fargo first reported a position in SurgePays in Q4 2021 and held it in 13 quarters.
  • Wells Fargo's SurgePays position peaked at $7.79K in Q2 2023.
  • 29 funds tracked by Wall St. Rank held SurgePays as of Q1 2025.

Based on Wells Fargo's 13F filing for Q1 2025, filed 13 May 2025.