Commonwealth Equity Services
SRFM icon

Commonwealth Equity Services’s Surf Air Mobility SRFM Stock Holding History

Commonwealth Equity Services’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 		$76.4K Sell
65,900
-2,418
-4% -$2.8K ﹤0.01% 4277
2026
Q1 		$78.6K Buy
68,318
+30,016
+78% +$61.5K ﹤0.01% 4159
2025
Q4 		$74.3K Buy
38,302
+25,448
+198% +$81.4K ﹤0.01% 4142
2025
Q3 		$55K Buy
+12,854
New +$60.2K ﹤0.01% 4155

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

Commonwealth Equity Services's SRFM Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Surf Air Mobility (SRFM) stake by 3.5% in Q2 2026, selling an estimated $2.8K and leaving 65,900 shares worth $76.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4277.

Commonwealth Equity Services first reported a position in SRFM in Q3 2025 and has held it in 4 quarters since. The position peaked at $78.6K in Q1 2026. 71 funds tracked by Wall St. Rank hold SRFM as of Q2 2026.

  • Commonwealth Equity Services held 65,900 shares of Surf Air Mobility worth $76.4K as of Q2 2026.
  • Commonwealth Equity Services sold 2,418 Surf Air Mobility shares in Q2 2026, an estimated $2.8K.
  • Surf Air Mobility made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #4277 holding.
  • Commonwealth Equity Services first reported a position in Surf Air Mobility in Q3 2025 and has held it in 4 quarters since.
  • Commonwealth Equity Services's Surf Air Mobility position peaked at $78.6K in Q1 2026.
  • 71 funds tracked by Wall St. Rank held Surf Air Mobility as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.