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FNY Investment Advisers’s Surf Air Mobility SRFM Stock Holding History

FNY Investment Advisers’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 		$0 Buy
+400
New +$463 ﹤0.01% 1045
2026
Q1 		– Sell
-2,500
Closed -$4K – 1077
2025
Q4 		$4K Buy
+2,500
New +$8K ﹤0.01% 763

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
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

FNY Investment Advisers's SRFM Position: Q2 2026 in Review

FNY Investment Advisers opened a new position in Surf Air Mobility (SRFM) in Q2 2026: 400 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1045 among its holdings. This is a return to the name: FNY Investment Advisers previously reported a position in SRFM as recently as Q4 2025.

FNY Investment Advisers first reported a position in SRFM in Q4 2025 and has held it in 2 quarters since. The position peaked at $4K in Q4 2025. 14 funds tracked by Wall St. Rank hold SRFM as of Q2 2026.

  • FNY Investment Advisers held 400 shares of Surf Air Mobility worth $0 as of Q2 2026.
  • Surf Air Mobility was a new FNY Investment Advisers position in Q2 2026.
  • Surf Air Mobility made up ﹤0.01% of FNY Investment Advisers's portfolio in Q2 2026, its #1045 holding.
  • FNY Investment Advisers first reported a position in Surf Air Mobility in Q4 2025 and has held it in 2 quarters since.
  • FNY Investment Advisers's Surf Air Mobility position peaked at $4K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Surf Air Mobility as of Q2 2026.

Based on FNY Investment Advisers's 13F filing for Q2 2026, filed 8 Jul 2026.