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Atlantic Union Bankshares’s Surf Air Mobility SRFM Stock Holding History

Atlantic Union Bankshares’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
-400
Closed -$460 – 1833
2026
Q1 		$460 Hold
400
– – ﹤0.01% 1634
2025
Q4 		$776 Buy
400
+300
+300% +$960 ﹤0.01% 1588
2025
Q3 		$429 Buy
+100
New +$469 ﹤0.01% 1568

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

Atlantic Union Bankshares's SRFM Position: Q2 2026 in Review

Atlantic Union Bankshares sold out of Surf Air Mobility (SRFM) in Q2 2026, closing a stake of 400 shares — an estimated $460 sold.

Atlantic Union Bankshares first reported a position in SRFM in Q3 2025 and held it in 3 quarters. The position peaked at $776 in Q4 2025. 71 funds tracked by Wall St. Rank hold SRFM as of Q2 2026.

  • Atlantic Union Bankshares reported no remaining Surf Air Mobility position as of Q2 2026 after selling out during the quarter.
  • Atlantic Union Bankshares sold 400 Surf Air Mobility shares in Q2 2026, an estimated $460.
  • Atlantic Union Bankshares first reported a position in Surf Air Mobility in Q3 2025 and held it in 3 quarters.
  • Atlantic Union Bankshares's Surf Air Mobility position peaked at $776 in Q4 2025.
  • 71 funds tracked by Wall St. Rank held Surf Air Mobility as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.