IFP Advisors
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IFP Advisors’s Surf Air Mobility SRFM Stock Holding History

IFP Advisors’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
Q3 		$671 Sell
559
-1,000
-64% -$779 ﹤0.01% 4601
2026
Q2 		$1.81K Buy
+1,559
New +$1.81K ﹤0.01% 4274
2026
Q1 		– Sell
-10
Closed -$19 – 5154
2025
Q4 		$19 Hold
10
– – ﹤0.01% 4807
2025
Q3 		$43 Buy
+10
New +$47 ﹤0.01% 4680

Other funds holding SRFM

VisionPoint Advisory Group
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
Parrish Capital
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
GK Wealth Management
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Ares Financial Consulting
Ares Financial Consulting Calabasas, California $145M AUM 16.02% 1-Year Est. Return
Hickory Point Bank & Trust
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

IFP Advisors's SRFM Position: Q3 2026 in Review

IFP Advisors reduced its Surf Air Mobility (SRFM) stake by 64% in Q3 2026, selling an estimated $779 and leaving 559 shares worth $671. The position accounts for ﹤0.01% of the portfolio, ranked #4601.

IFP Advisors first reported a position in SRFM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.81K in Q2 2026. 11 funds tracked by Wall St. Rank hold SRFM as of Q3 2026.

  • IFP Advisors held 559 shares of Surf Air Mobility worth $671 as of Q3 2026.
  • IFP Advisors sold 1,000 Surf Air Mobility shares in Q3 2026, an estimated $779.
  • Surf Air Mobility made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4601 holding.
  • IFP Advisors first reported a position in Surf Air Mobility in Q3 2025 and has held it in 4 quarters since.
  • IFP Advisors's Surf Air Mobility position peaked at $1.81K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Surf Air Mobility as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.