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Bogart Wealth LLC’s Surf Air Mobility SRFM Stock Holding History

Bogart Wealth LLC’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 		$85 Hold
73
– – ﹤0.01% 1947
2026
Q1 		$84 Hold
73
– – ﹤0.01% 1745
2025
Q4 		$142 Buy
+73
New +$234 ﹤0.01% 1546

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

Bogart Wealth LLC's SRFM Position: Q2 2026 in Review

Bogart Wealth LLC held its Surf Air Mobility (SRFM) position steady in Q2 2026 at 73 shares worth $85. The position accounts for ﹤0.01% of the portfolio, ranked #1947.

Bogart Wealth LLC first reported a position in SRFM in Q4 2025 and has held it in 3 quarters since. The position peaked at $142 in Q4 2025. 71 funds tracked by Wall St. Rank hold SRFM as of Q2 2026.

  • Bogart Wealth LLC held 73 shares of Surf Air Mobility worth $85 as of Q2 2026.
  • Bogart Wealth LLC left its Surf Air Mobility share count unchanged in Q2 2026.
  • Surf Air Mobility made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1947 holding.
  • Bogart Wealth LLC first reported a position in Surf Air Mobility in Q4 2025 and has held it in 3 quarters since.
  • Bogart Wealth LLC's Surf Air Mobility position peaked at $142 in Q4 2025.
  • 71 funds tracked by Wall St. Rank held Surf Air Mobility as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.