EWA
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EverSource Wealth Advisors’s Surf Air Mobility SRFM Stock Holding History

EverSource Wealth Advisors’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 		$694 Buy
+598
New +$693 ﹤0.01% 4066

Other funds holding SRFM

VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
HPBT
Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

EverSource Wealth Advisors's SRFM Position: Q2 2026 in Review

EverSource Wealth Advisors opened a new position in Surf Air Mobility (SRFM) in Q2 2026: 598 shares worth $694. The stake represents ﹤0.01% of the portfolio and ranks #4066 among its holdings.

14 funds tracked by Wall St. Rank hold SRFM as of Q2 2026.

  • EverSource Wealth Advisors held 598 shares of Surf Air Mobility worth $694 as of Q2 2026.
  • Surf Air Mobility was a new EverSource Wealth Advisors position in Q2 2026.
  • Surf Air Mobility made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4066 holding.
  • 14 funds tracked by Wall St. Rank held Surf Air Mobility as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.