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Arkadios Wealth Advisors’s Surf Air Mobility SRFM Stock Holding History

Arkadios Wealth Advisors’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
2025
Q4 		– Sell
-20,000
Closed -$85.8K – 1645
2025
Q3 		$85.8K Buy
+20,000
New +$93.7K ﹤0.01% 1416

Other funds holding SRFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
6CM
683 Capital Management New York $2.04B AUM 94.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Arkadios Wealth Advisors's SRFM Position: Q4 2025 in Review

Arkadios Wealth Advisors sold out of Surf Air Mobility (SRFM) in Q4 2025, closing a stake of 20,000 shares — an estimated $85.8K sold.

Arkadios Wealth Advisors first reported a position in SRFM in Q3 2025 and held it in 1 quarter. The position peaked at $85.8K in Q3 2025. 67 funds tracked by Wall St. Rank hold SRFM as of Q4 2025.

  • Arkadios Wealth Advisors reported no remaining Surf Air Mobility position as of Q4 2025 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 20,000 Surf Air Mobility shares in Q4 2025, an estimated $85.8K.
  • Arkadios Wealth Advisors first reported a position in Surf Air Mobility in Q3 2025 and held it in 1 quarter.
  • Arkadios Wealth Advisors's Surf Air Mobility position peaked at $85.8K in Q3 2025.
  • 67 funds tracked by Wall St. Rank held Surf Air Mobility as of Q4 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.