Cetera Investment Advisers
SRFM icon

Cetera Investment Advisers’s Surf Air Mobility SRFM Stock Holding History

Cetera Investment Advisers’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 		$15.8K Buy
13,617
+2,609
+24% +$3.02K ﹤0.01% 4872
2026
Q1 		$12.7K Sell
11,008
-5,200
-32% -$10.6K ﹤0.01% 4682
2025
Q4 		$31.4K Buy
16,208
+1,747
+12% +$5.59K ﹤0.01% 4554
2025
Q3 		$62K Buy
+14,461
New +$67.8K ﹤0.01% 4404

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

Cetera Investment Advisers's SRFM Position: Q2 2026 in Review

Cetera Investment Advisers increased its Surf Air Mobility (SRFM) stake by 24% in Q2 2026, buying an estimated $3.02K and bringing the position to 13,617 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4872.

Cetera Investment Advisers first reported a position in SRFM in Q3 2025 and has held it in 4 quarters since. The position peaked at $62K in Q3 2025. 71 funds tracked by Wall St. Rank hold SRFM as of Q2 2026.

  • Cetera Investment Advisers held 13,617 shares of Surf Air Mobility worth $15.8K as of Q2 2026.
  • Cetera Investment Advisers bought 2,609 Surf Air Mobility shares in Q2 2026, an estimated $3.02K.
  • Surf Air Mobility made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4872 holding.
  • Cetera Investment Advisers first reported a position in Surf Air Mobility in Q3 2025 and has held it in 4 quarters since.
  • Cetera Investment Advisers's Surf Air Mobility position peaked at $62K in Q3 2025.
  • 71 funds tracked by Wall St. Rank held Surf Air Mobility as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.