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Integrated Wealth Concepts’s Surf Air Mobility SRFM Stock Holding History

Integrated Wealth Concepts’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 		$740 Buy
+638
New +$739 ﹤0.01% 5592

Other funds holding SRFM

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 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

Integrated Wealth Concepts's SRFM Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Surf Air Mobility (SRFM) in Q2 2026: 638 shares worth $740. The stake represents ﹤0.01% of the portfolio and ranks #5592 among its holdings.

70 funds tracked by Wall St. Rank hold SRFM as of Q2 2026.

  • Integrated Wealth Concepts held 638 shares of Surf Air Mobility worth $740 as of Q2 2026.
  • Surf Air Mobility was a new Integrated Wealth Concepts position in Q2 2026.
  • Surf Air Mobility made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5592 holding.
  • 70 funds tracked by Wall St. Rank held Surf Air Mobility as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.