Advisory Services Network’s Surf Air Mobility SRFM Stock Holding History

Advisory Services Network’s Portfolio SRFM Stock Details SRFM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-3,000	Closed	-$3.45K	–	4301
2026 Q1	$3.45K	Buy	+3,000	New	+$6.14K	﹤0.01%	3994
2025 Q4	–	Sell	-500	Closed	-$2.15K	–	3932
2025 Q3	$2.15K	Buy	+500	New	+$2.34K	﹤0.01%	3783

Other funds holding SRFM

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Advisory Services Network's SRFM Position: Q2 2026 in Review

Advisory Services Network sold out of Surf Air Mobility (SRFM) in Q2 2026, closing a stake of 3,000 shares — an estimated $3.45K sold.

Advisory Services Network first reported a position in SRFM in Q3 2025 and held it in 2 quarters. The position peaked at $3.45K in Q1 2026. 71 funds tracked by Wall St. Rank hold SRFM as of Q2 2026.

Advisory Services Network reported no remaining Surf Air Mobility position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 3,000 Surf Air Mobility shares in Q2 2026, an estimated $3.45K.
Advisory Services Network first reported a position in Surf Air Mobility in Q3 2025 and held it in 2 quarters.
Advisory Services Network's Surf Air Mobility position peaked at $3.45K in Q1 2026.
71 funds tracked by Wall St. Rank held Surf Air Mobility as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.