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
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

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

Commonwealth Equity Services's SRFM Position: Q1 2026 in Review

Commonwealth Equity Services increased its Surf Air Mobility (SRFM) stake by 78% in Q1 2026, buying an estimated $61.5K and bringing the position to 68,318 shares worth $78.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4159.

Commonwealth Equity Services first reported a position in SRFM in Q3 2025 and has held it in 3 quarters since. 69 funds tracked by Wall St. Rank hold SRFM as of Q1 2026.

  • Commonwealth Equity Services held 68,318 shares of Surf Air Mobility worth $78.6K as of Q1 2026.
  • Commonwealth Equity Services bought 30,016 Surf Air Mobility shares in Q1 2026, an estimated $61.5K.
  • Surf Air Mobility made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #4159 holding.
  • Commonwealth Equity Services first reported a position in Surf Air Mobility in Q3 2025 and has held it in 3 quarters since.
  • 69 funds tracked by Wall St. Rank held Surf Air Mobility as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.