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Allworth Financial’s Surf Air Mobility SRFM Stock Holding History

Allworth Financial’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 		$906 Hold
781
– – ﹤0.01% 4738
2026
Q1 		$899 Hold
781
– – ﹤0.01% 4599
2025
Q4 		$1.52K Hold
781
– – ﹤0.01% 4228
2025
Q3 		$3.35K Buy
+781
New +$3.66K ﹤0.01% 3765

Other funds holding SRFM

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HF
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

Allworth Financial's SRFM Position: Q2 2026 in Review

Allworth Financial held its Surf Air Mobility (SRFM) position steady in Q2 2026 at 781 shares worth $906. The position accounts for ﹤0.01% of the portfolio, ranked #4738.

Allworth Financial first reported a position in SRFM in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.35K in Q3 2025. 71 funds tracked by Wall St. Rank hold SRFM as of Q2 2026.

  • Allworth Financial held 781 shares of Surf Air Mobility worth $906 as of Q2 2026.
  • Allworth Financial left its Surf Air Mobility share count unchanged in Q2 2026.
  • Surf Air Mobility made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4738 holding.
  • Allworth Financial first reported a position in Surf Air Mobility in Q3 2025 and has held it in 4 quarters since.
  • Allworth Financial's Surf Air Mobility position peaked at $3.35K in Q3 2025.
  • 71 funds tracked by Wall St. Rank held Surf Air Mobility as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.