Bank of New York Mellon
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Bank of New York Mellon’s Surf Air Mobility SRFM Stock Holding History

Bank of New York Mellon’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
-22,721
Closed -$26.1K – 4424
2026
Q1 		$26.1K Buy
+22,721
New +$46.5K ﹤0.01% 4168
2024
Q1 		– Sell
-3,349
Closed -$36.3K – 4306
2023
Q4 		$36.3K Hold
3,349
– – ﹤0.01% 4186
2023
Q3 		$38.2K Buy
+3,349
New +$39.8K ﹤0.01% 4188

Other funds holding SRFM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon's SRFM Position: Q2 2026 in Review

Bank of New York Mellon sold out of Surf Air Mobility (SRFM) in Q2 2026, closing a stake of 22,721 shares — an estimated $26.1K sold.

Bank of New York Mellon first reported a position in SRFM in Q3 2023 and held it in 3 quarters. The position peaked at $38.2K in Q3 2023. 25 funds tracked by Wall St. Rank hold SRFM as of Q2 2026.

  • Bank of New York Mellon reported no remaining Surf Air Mobility position as of Q2 2026 after selling out during the quarter.
  • Bank of New York Mellon sold 22,721 Surf Air Mobility shares in Q2 2026, an estimated $26.1K.
  • Bank of New York Mellon first reported a position in Surf Air Mobility in Q3 2023 and held it in 3 quarters.
  • Bank of New York Mellon's Surf Air Mobility position peaked at $38.2K in Q3 2023.
  • 25 funds tracked by Wall St. Rank held Surf Air Mobility as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.