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Hickory Point Bank & Trust’s Surf Air Mobility SRFM Stock Holding History

Hickory Point Bank & Trust’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 		$696 Hold
600
– – ﹤0.01% 434
2026
Q1 		$690 Buy
+600
New +$1.23K ﹤0.01% 448

Other funds holding SRFM

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Hickory Point Bank & Trust's SRFM Position: Q2 2026 in Review

Hickory Point Bank & Trust held its Surf Air Mobility (SRFM) position steady in Q2 2026 at 600 shares worth $696. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Hickory Point Bank & Trust first reported a position in SRFM in Q1 2026 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold SRFM as of Q2 2026.

  • Hickory Point Bank & Trust held 600 shares of Surf Air Mobility worth $696 as of Q2 2026.
  • Hickory Point Bank & Trust left its Surf Air Mobility share count unchanged in Q2 2026.
  • Surf Air Mobility made up ﹤0.01% of Hickory Point Bank & Trust's portfolio in Q2 2026, its #434 holding.
  • Hickory Point Bank & Trust first reported a position in Surf Air Mobility in Q1 2026 and has held it in 2 quarters since.
  • 25 funds tracked by Wall St. Rank held Surf Air Mobility as of Q2 2026.

Based on Hickory Point Bank & Trust's 13F filing for Q2 2026, filed 17 Jul 2026.