Geode Capital Management
SRFM icon

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
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

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
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 $27.1B AUM 20.2% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM

Geode Capital Management's SRFM Position: Q1 2026 in Review

Geode Capital Management increased its Surf Air Mobility (SRFM) stake by 1.8% in Q1 2026, buying an estimated $19.9K and bringing the position to 562,103 shares worth $647K. The position accounts for ﹤0.01% of the portfolio, ranked #3499.

Geode Capital Management first reported a position in SRFM in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.16M in Q3 2025. 69 funds tracked by Wall St. Rank hold SRFM as of Q1 2026.

  • Geode Capital Management held 562,103 shares of Surf Air Mobility worth $647K as of Q1 2026.
  • Geode Capital Management bought 9,729 Surf Air Mobility shares in Q1 2026, an estimated $19.9K.
  • Surf Air Mobility made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #3499 holding.
  • Geode Capital Management first reported a position in Surf Air Mobility in Q3 2023 and has held it in 11 quarters since.
  • Geode Capital Management's Surf Air Mobility position peaked at $1.16M in Q3 2025.
  • 69 funds tracked by Wall St. Rank held Surf Air Mobility as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.