CMP
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Coston McIsaac & Partners’s Surf Air Mobility SRFM Stock Holding History

Coston McIsaac & Partners’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 		– Sell
-60
Closed – – 921
2026
Q1 		$0 Buy
+60
New +$123 ﹤0.01% 912

Other funds holding SRFM

Citadel Advisors
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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

Coston McIsaac & Partners's SRFM Position: Q2 2026 in Review

Coston McIsaac & Partners sold out of Surf Air Mobility (SRFM) in Q2 2026, closing a stake of 60 shares.

Coston McIsaac & Partners first reported a position in SRFM in Q1 2026 and held it in 1 quarter. The position peaked at $0 in Q1 2026. 71 funds tracked by Wall St. Rank hold SRFM as of Q2 2026.

  • Coston McIsaac & Partners reported no remaining Surf Air Mobility position as of Q2 2026 after selling out during the quarter.
  • Coston McIsaac & Partners sold 60 Surf Air Mobility shares in Q2 2026.
  • Coston McIsaac & Partners first reported a position in Surf Air Mobility in Q1 2026 and held it in 1 quarter.
  • Coston McIsaac & Partners's Surf Air Mobility position peaked at $0 in Q1 2026.
  • 71 funds tracked by Wall St. Rank held Surf Air Mobility as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.