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Focus Partners Wealth’s
Surf Air Mobility
SRFM
Stock Holding History
Focus Partners Wealth’s Portfolio
SRFM Stock Details
SRFM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$102K
Sell
88,672
-299,159
-77%
-$612K
﹤0.01%
2510
2025
Q4
$752K
Buy
387,831
+2,500
+0.6%
+$8K
﹤0.01%
1757
2025
Q3
$1.65M
Buy
385,331
+60,000
+18%
+$281K
﹤0.01%
1087
2025
Q2
$1.2M
Buy
325,331
+1,000
+0.3%
+$2.49K
﹤0.01%
1068
2025
Q1
$866K
Sell
324,331
-20,000
-6%
-$82.3K
﹤0.01%
1113
2024
Q4
$1.86M
Sell
344,331
-29,066
-8%
-$80.7K
﹤0.01%
852
2024
Q3
$500K
Buy
+373,397
New
+$690K
﹤0.01%
1152
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$29B AUM
30.2%
1-Year Est. Return
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$4.04T AUM
UBS Group
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$666B AUM
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1-Year Est. Return
BlackRock
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$5.72T AUM
30.48%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Marshall Wace
London, United Kingdom
$100B AUM
35.1%
1-Year Est. Return
VAG
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Dallas, Texas
$613M AUM
30.37%
1-Year Est. Return
LPL Financial
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$377B AUM
19.32%
1-Year Est. Return
RG
Rathbones Group
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$25B AUM
18.87%
1-Year Est. Return
VFT
Vanguard Fiduciary Trust
Malvern, Pennsylvania
$396B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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