CIBC Private Wealth Group
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CIBC Private Wealth Group’s Surf Air Mobility SRFM Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$970 Buy
+500
New +$1.6K ﹤0.01% 2923
2025
Q2 		– Sell
-500
Closed -$1.04K – 3299
2025
Q1 		$1.04K Buy
+500
New +$2.06K ﹤0.01% 2802

Other funds holding SRFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CIBC Private Wealth Group's SRFM Position: Q4 2025 in Review

CIBC Private Wealth Group opened a new position in Surf Air Mobility (SRFM) in Q4 2025: 500 shares worth $970. The stake represents ﹤0.01% of the portfolio and ranks #2923 among its holdings. This is a return to the name: CIBC Private Wealth Group previously reported a position in SRFM as recently as Q1 2025.

CIBC Private Wealth Group first reported a position in SRFM in Q1 2025 and has held it in 2 quarters since. The position peaked at $1.04K in Q1 2025. 67 funds tracked by Wall St. Rank hold SRFM as of Q4 2025.

  • CIBC Private Wealth Group held 500 shares of Surf Air Mobility worth $970 as of Q4 2025.
  • Surf Air Mobility was a new CIBC Private Wealth Group position in Q4 2025.
  • Surf Air Mobility made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2923 holding.
  • CIBC Private Wealth Group first reported a position in Surf Air Mobility in Q1 2025 and has held it in 2 quarters since.
  • CIBC Private Wealth Group's Surf Air Mobility position peaked at $1.04K in Q1 2025.
  • 67 funds tracked by Wall St. Rank held Surf Air Mobility as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.