Creative Planning’s Surf Air Mobility SRFM Stock Holding History

Creative Planning’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
2025 Q4	–	Sell	-17,440	Closed	-$74.8K	–	4096
2025 Q3	$74.8K	Buy	+17,440	New	+$81.7K	﹤0.01%	3711

Other funds holding SRFM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

6CM

683 Capital Management New York $2.04B AUM 94.26% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Creative Planning's SRFM Position: Q4 2025 in Review

Creative Planning sold out of Surf Air Mobility (SRFM) in Q4 2025, closing a stake of 17,440 shares — an estimated $74.8K sold.

Creative Planning first reported a position in SRFM in Q3 2025 and held it in 1 quarter. The position peaked at $74.8K in Q3 2025. 67 funds tracked by Wall St. Rank hold SRFM as of Q4 2025.

Creative Planning reported no remaining Surf Air Mobility position as of Q4 2025 after selling out during the quarter.
Creative Planning sold 17,440 Surf Air Mobility shares in Q4 2025, an estimated $74.8K.
Creative Planning first reported a position in Surf Air Mobility in Q3 2025 and held it in 1 quarter.
Creative Planning's Surf Air Mobility position peaked at $74.8K in Q3 2025.
67 funds tracked by Wall St. Rank held Surf Air Mobility as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.