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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
Q1 		$84 Hold
73
– – ﹤0.01% 1745
2025
Q4 		$142 Buy
+73
New +$234 ﹤0.01% 1546

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 $25B AUM 18.87% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Bogart Wealth LLC's SRFM Position: Q1 2026 in Review

Bogart Wealth LLC held its Surf Air Mobility (SRFM) position steady in Q1 2026 at 73 shares worth $84. The position accounts for ﹤0.01% of the portfolio, ranked #1745.

Bogart Wealth LLC first reported a position in SRFM in Q4 2025 and has held it in 2 quarters since. The position peaked at $142 in Q4 2025. 69 funds tracked by Wall St. Rank hold SRFM as of Q1 2026.

  • Bogart Wealth LLC held 73 shares of Surf Air Mobility worth $84 as of Q1 2026.
  • Bogart Wealth LLC left its Surf Air Mobility share count unchanged in Q1 2026.
  • Surf Air Mobility made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1745 holding.
  • Bogart Wealth LLC first reported a position in Surf Air Mobility in Q4 2025 and has held it in 2 quarters since.
  • Bogart Wealth LLC's Surf Air Mobility position peaked at $142 in Q4 2025.
  • 69 funds tracked by Wall St. Rank held Surf Air Mobility as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.