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Creative Financial Designs’s Surf Air Mobility SRFM Stock Holding History

Creative Financial Designs’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 		$1.16K Hold
1,000
– – ﹤0.01% 2001
2026
Q1 		$1.15K Hold
1,000
– – ﹤0.01% 1871
2025
Q4 		$1.94K Buy
+1,000
New +$3.2K ﹤0.01% 1688

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

Creative Financial Designs's SRFM Position: Q2 2026 in Review

Creative Financial Designs held its Surf Air Mobility (SRFM) position steady in Q2 2026 at 1,000 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #2001.

Creative Financial Designs first reported a position in SRFM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.94K in Q4 2025. 71 funds tracked by Wall St. Rank hold SRFM as of Q2 2026.

  • Creative Financial Designs held 1,000 shares of Surf Air Mobility worth $1.16K as of Q2 2026.
  • Creative Financial Designs left its Surf Air Mobility share count unchanged in Q2 2026.
  • Surf Air Mobility made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #2001 holding.
  • Creative Financial Designs first reported a position in Surf Air Mobility in Q4 2025 and has held it in 3 quarters since.
  • Creative Financial Designs's Surf Air Mobility position peaked at $1.94K in Q4 2025.
  • 71 funds tracked by Wall St. Rank held Surf Air Mobility as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.