Fidelity Investments
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Fidelity Investments’s Surf Air Mobility SRFM Stock Holding History

Fidelity Investments’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 		$2.88K Buy
+2,501
New +$5.12K ﹤0.01% 4999
2025
Q4 		– Sell
-250
Closed -$1.07K – 5585
2025
Q3 		$1.07K Buy
+250
New +$1.17K ﹤0.01% 5006

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

Fidelity Investments's SRFM Position: Q1 2026 in Review

Fidelity Investments opened a new position in Surf Air Mobility (SRFM) in Q1 2026: 2,501 shares worth $2.88K. The stake represents ﹤0.01% of the portfolio and ranks #4999 among its holdings. This is a return to the name: Fidelity Investments previously reported a position in SRFM as recently as Q3 2025.

Fidelity Investments first reported a position in SRFM in Q3 2025 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold SRFM as of Q1 2026.

  • Fidelity Investments held 2,501 shares of Surf Air Mobility worth $2.88K as of Q1 2026.
  • Surf Air Mobility was a new Fidelity Investments position in Q1 2026.
  • Surf Air Mobility made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #4999 holding.
  • Fidelity Investments first reported a position in Surf Air Mobility in Q3 2025 and has held it in 2 quarters since.
  • 69 funds tracked by Wall St. Rank held Surf Air Mobility as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.