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
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

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

Cambridge Investment Research Advisors's SRFM Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Surf Air Mobility (SRFM) stake by 0.11% in Q1 2026, buying an estimated $33 and bringing the position to 14,490 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #3898.

Cambridge Investment Research Advisors first reported a position in SRFM in Q3 2025 and has held it in 3 quarters since. The position peaked at $50K in Q3 2025. 69 funds tracked by Wall St. Rank hold SRFM as of Q1 2026.

  • Cambridge Investment Research Advisors held 14,490 shares of Surf Air Mobility worth $17K as of Q1 2026.
  • Cambridge Investment Research Advisors bought 16 Surf Air Mobility shares in Q1 2026, an estimated $33.
  • Surf Air Mobility made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #3898 holding.
  • Cambridge Investment Research Advisors first reported a position in Surf Air Mobility in Q3 2025 and has held it in 3 quarters since.
  • Cambridge Investment Research Advisors's Surf Air Mobility position peaked at $50K in Q3 2025.
  • 69 funds tracked by Wall St. Rank held Surf Air Mobility as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.