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Brown Wealth Management’s Surf Air Mobility SRFM Stock Holding History

Brown Wealth Management’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
-53,278
Closed -$61.3K – 137
2026
Q1 		$61.3K Buy
+53,278
New +$109K 0.02% 115

Other funds holding SRFM

VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
HPBT
Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

Brown Wealth Management's SRFM Position: Q2 2026 in Review

Brown Wealth Management sold out of Surf Air Mobility (SRFM) in Q2 2026, closing a stake of 53,278 shares — an estimated $61.3K sold.

Brown Wealth Management first reported a position in SRFM in Q1 2026 and held it in 1 quarter. The position peaked at $61.3K in Q1 2026. 7 funds tracked by Wall St. Rank hold SRFM as of Q2 2026.

  • Brown Wealth Management reported no remaining Surf Air Mobility position as of Q2 2026 after selling out during the quarter.
  • Brown Wealth Management sold 53,278 Surf Air Mobility shares in Q2 2026, an estimated $61.3K.
  • Brown Wealth Management first reported a position in Surf Air Mobility in Q1 2026 and held it in 1 quarter.
  • Brown Wealth Management's Surf Air Mobility position peaked at $61.3K in Q1 2026.
  • 7 funds tracked by Wall St. Rank held Surf Air Mobility as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.