Position in SURG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$515
-$558 QoQ
Shares Held
1,429
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#29
of 35 holders
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SURG Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026OSAIC HOLDINGS, INC. holds $257,023,445 across 49 Telecom Services names. SURG ranks #46 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
2,844,828 | $120,450,015 | |
| 2 | T |
At&T Inc.
|
3,328,374 | $68,897,340 | |
| 3 | CMCSA |
Comcast Corp
|
1,006,405 | $24,707,242 | |
| 4 | TMUS |
T-Mobile US, Inc.
|
114,181 | $19,151,577 | |
| 5 | VOD |
Vodafone Group Public Ltd Co
|
439,798 | $5,818,526 | |
| 6 | GLIBA |
Liberty Capital Corp/NV
|
161,597 | $3,524,708 | |
| 7 | ECHO |
EchoStar CORP
|
33,094 | $3,359,041 | |
| 8 | AMX |
America Movil Sab De Cv/
|
60,305 | $1,567,326 |
All Filings in SURG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $515 | 1,429 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,073 | 1,429 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,386 | 1,429 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $4,015 | 1,429 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,444 | 1,429 | Shares | Defined | 2025-09-04 | |
| 2024-06-30 | $53,033 | 16,625 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $60,637 | 15,750 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $83,772 | 12,988 | Shares | Defined | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||