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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
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

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
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
HF
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

IFP Advisors's SRFM Position: Q2 2026 in Review

IFP Advisors opened a new position in Surf Air Mobility (SRFM) in Q2 2026: 1,559 shares worth $1.81K. The stake represents ﹤0.01% of the portfolio and ranks #4274 among its holdings. This is a return to the name: IFP Advisors previously reported a position in SRFM as recently as Q4 2025.

IFP Advisors first reported a position in SRFM in Q3 2025 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold SRFM as of Q2 2026.

  • IFP Advisors held 1,559 shares of Surf Air Mobility worth $1.81K as of Q2 2026.
  • Surf Air Mobility was a new IFP Advisors position in Q2 2026.
  • Surf Air Mobility made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4274 holding.
  • IFP Advisors first reported a position in Surf Air Mobility in Q3 2025 and has held it in 3 quarters since.
  • 71 funds tracked by Wall St. Rank held Surf Air Mobility as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.