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Arax Advisory Partners’s Surf Air Mobility SRFM Stock Holding History

Arax Advisory Partners’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 		$1.16K Buy
+1,000
New +$1.16K ﹤0.01% 4913
2026
Q1 		– Sell
-2,000
Closed -$3.88K – 4291
2025
Q4 		$3.88K Hold
2,000
– – ﹤0.01% 2985
2025
Q3 		$8.58K Buy
+2,000
New +$9.37K ﹤0.01% 2663

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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
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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

Arax Advisory Partners's SRFM Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Surf Air Mobility (SRFM) in Q2 2026: 1,000 shares worth $1.16K. The stake represents ﹤0.01% of the portfolio and ranks #4913 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in SRFM as recently as Q4 2025.

Arax Advisory Partners first reported a position in SRFM in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.58K in Q3 2025. 70 funds tracked by Wall St. Rank hold SRFM as of Q2 2026.

  • Arax Advisory Partners held 1,000 shares of Surf Air Mobility worth $1.16K as of Q2 2026.
  • Surf Air Mobility was a new Arax Advisory Partners position in Q2 2026.
  • Surf Air Mobility made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4913 holding.
  • Arax Advisory Partners first reported a position in Surf Air Mobility in Q3 2025 and has held it in 3 quarters since.
  • Arax Advisory Partners's Surf Air Mobility position peaked at $8.58K in Q3 2025.
  • 70 funds tracked by Wall St. Rank held Surf Air Mobility as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.