CFD
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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
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

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

Creative Financial Designs's SRFM Position: Q1 2026 in Review

Creative Financial Designs held its Surf Air Mobility (SRFM) position steady in Q1 2026 at 1,000 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1871.

Creative Financial Designs first reported a position in SRFM in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.94K in Q4 2025. 69 funds tracked by Wall St. Rank hold SRFM as of Q1 2026.

  • Creative Financial Designs held 1,000 shares of Surf Air Mobility worth $1.15K as of Q1 2026.
  • Creative Financial Designs left its Surf Air Mobility share count unchanged in Q1 2026.
  • Surf Air Mobility made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1871 holding.
  • Creative Financial Designs first reported a position in Surf Air Mobility in Q4 2025 and has held it in 2 quarters since.
  • Creative Financial Designs's Surf Air Mobility position peaked at $1.94K in Q4 2025.
  • 69 funds tracked by Wall St. Rank held Surf Air Mobility as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.