Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Surf Air Mobility SRFM Stock Holding History

Cambridge Investment Research Advisors’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
-14,490
Closed -$17K – 4179
2026
Q1 		$17K Buy
14,490
+16
+0.1% +$33 ﹤0.01% 3898
2025
Q4 		$28K Buy
14,474
+2,924
+25% +$9.35K ﹤0.01% 3781
2025
Q3 		$50K Buy
+11,550
New +$54.1K ﹤0.01% 3659

Other funds holding SRFM

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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

Cambridge Investment Research Advisors's SRFM Position: Q2 2026 in Review

Cambridge Investment Research Advisors sold out of Surf Air Mobility (SRFM) in Q2 2026, closing a stake of 14,490 shares — an estimated $17K sold.

Cambridge Investment Research Advisors first reported a position in SRFM in Q3 2025 and held it in 3 quarters. The position peaked at $50K in Q3 2025. 71 funds tracked by Wall St. Rank hold SRFM as of Q2 2026.

  • Cambridge Investment Research Advisors reported no remaining Surf Air Mobility position as of Q2 2026 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 14,490 Surf Air Mobility shares in Q2 2026, an estimated $17K.
  • Cambridge Investment Research Advisors first reported a position in Surf Air Mobility in Q3 2025 and held it in 3 quarters.
  • Cambridge Investment Research Advisors's Surf Air Mobility position peaked at $50K in Q3 2025.
  • 71 funds tracked by Wall St. Rank held Surf Air Mobility as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.