Geode Capital Management’s Surf Air Mobility SRFM Stock Holding History

Geode Capital Management’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	$1.14M	Buy	981,575 +419,472	+75%	+$486K	﹤0.01%	3324
2026 Q1	$647K	Buy	562,103 +9,729	+2%	+$19.9K	﹤0.01%	3499
2025 Q4	$1.07M	Buy	552,374 +281,045	+104%	+$899K	﹤0.01%	3359
2025 Q3	$1.16M	Buy	271,329 +143,727	+113%	+$673K	﹤0.01%	3339
2025 Q2	$471K	Buy	127,602 +16,273	+15%	+$40.5K	﹤0.01%	3573
2025 Q1	$297K	Buy	111,329 +18,119	+19%	+$74.5K	﹤0.01%	3720
2024 Q4	$503K	Buy	93,210 +4,215	+5%	+$11.7K	﹤0.01%	3600
2024 Q3	$119K	Sell	88,995 -4	-0%	-$7	﹤0.01%	4054
2024 Q2	$240K	Buy	88,999 +5,993	+7%	+$19.3K	﹤0.01%	3850
2024 Q1	$490K	Buy	83,006 +7,863	+10%	+$61.2K	﹤0.01%	3625
2023 Q4	$816K	Hold	75,143	–	–	﹤0.01%	3428
2023 Q3	$858K	Buy	+75,143	New	+$893K	﹤0.01%	3391

Other funds holding SRFM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Geode Capital Management's SRFM Position: Q2 2026 in Review

Geode Capital Management increased its Surf Air Mobility (SRFM) stake by 75% in Q2 2026, buying an estimated $486K and bringing the position to 981,575 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #3324.

Geode Capital Management first reported a position in SRFM in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.16M in Q3 2025. 70 funds tracked by Wall St. Rank hold SRFM as of Q2 2026.

Geode Capital Management held 981,575 shares of Surf Air Mobility worth $1.14M as of Q2 2026.
Geode Capital Management bought 419,472 Surf Air Mobility shares in Q2 2026, an estimated $486K.
Surf Air Mobility made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #3324 holding.
Geode Capital Management first reported a position in Surf Air Mobility in Q3 2023 and has held it in 12 quarters since.
Geode Capital Management's Surf Air Mobility position peaked at $1.16M in Q3 2025.
70 funds tracked by Wall St. Rank held Surf Air Mobility as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.