Bank of America
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Bank of America’s Surf Air Mobility SRFM Stock Holding History

Bank of America’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
Q1 		– Sell
-1,832
Closed -$3.55K – 6773
2025
Q4 		$3.55K Sell
1,832
-8,329
-82% -$26.6K ﹤0.01% 6321
2025
Q3 		$43.6K Buy
10,161
+10,021
+7,158% +$47K ﹤0.01% 6876
2025
Q2 		$516 Buy
140
+45
+47% +$112 ﹤0.01% 7663
2025
Q1 		$254 Buy
95
+15
+19% +$62 ﹤0.01% 7641
2024
Q4 		$431 Buy
80
+6
+8% +$17 ﹤0.01% 7435
2024
Q3 		$99 Sell
74
-4
-5% -$7 ﹤0.01% 7724
2024
Q2 		$210 Buy
+78
New +$251 ﹤0.01% 7553
2024
Q1 		– Sell
-14
Closed -$148 – 8158
2023
Q4 		$148 Buy
+14
New +$112 ﹤0.01% 7375

Other funds holding SRFM

Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Bank of America's SRFM Position: Q1 2026 in Review

Bank of America sold out of Surf Air Mobility (SRFM) in Q1 2026, closing a stake of 1,832 shares — an estimated $3.55K sold.

Bank of America first reported a position in SRFM in Q4 2023 and held it in 8 quarters. The position peaked at $43.6K in Q3 2025. 69 funds tracked by Wall St. Rank hold SRFM as of Q1 2026.

  • Bank of America reported no remaining Surf Air Mobility position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 1,832 Surf Air Mobility shares in Q1 2026, an estimated $3.55K.
  • Bank of America first reported a position in Surf Air Mobility in Q4 2023 and held it in 8 quarters.
  • Bank of America's Surf Air Mobility position peaked at $43.6K in Q3 2025.
  • 69 funds tracked by Wall St. Rank held Surf Air Mobility as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.