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

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$103K	Sell	88,500 -172	-0.2%	-$199	﹤0.01%	2621
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

Other funds holding SRFM

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Focus Partners Wealth's SRFM Position: Q2 2026 in Review

Focus Partners Wealth reduced its Surf Air Mobility (SRFM) stake by 0.19% in Q2 2026, selling an estimated $199 and leaving 88,500 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #2621.

Focus Partners Wealth first reported a position in SRFM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.86M in Q4 2024. 71 funds tracked by Wall St. Rank hold SRFM as of Q2 2026.

Focus Partners Wealth held 88,500 shares of Surf Air Mobility worth $103K as of Q2 2026.
Focus Partners Wealth sold 172 Surf Air Mobility shares in Q2 2026, an estimated $199.
Surf Air Mobility made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2621 holding.
Focus Partners Wealth first reported a position in Surf Air Mobility in Q3 2024 and has held it in 8 quarters since.
Focus Partners Wealth's Surf Air Mobility position peaked at $1.86M in Q4 2024.
71 funds tracked by Wall St. Rank held Surf Air Mobility as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.