Position in SURG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,004
-$1,086 QoQ
Shares Held
2,783
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#28
of 35 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SURG Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $267,634,925 across 44 Telecom Services names. SURG ranks #40 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
2,758,725 | $116,804,415 | |
| 2 | TMUS |
T-Mobile US, Inc.
|
284,274 | $47,681,277 | |
| 3 | T |
At&T Inc.
|
2,278,657 | $47,168,199 | |
| 4 | CMCSA |
Comcast Corp
|
1,546,543 | $37,967,630 | |
| 5 | BCE |
Bce Inc
|
412,578 | $8,874,552 | |
| 6 | VOD |
Vodafone Group Public Ltd Co
|
139,095 | $1,840,226 | |
| 7 | TU |
Telus Corp
|
136,810 | $1,446,081 | |
| 8 | ECHO |
EchoStar CORP
|
12,591 | $1,277,986 |
All Filings in SURG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,004 | 2,783 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,090 | 2,783 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,647 | 2,783 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $466 | 150 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $310 | 150 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $267 | 150 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||