Invesco’s Surf Air Mobility SRFM Stock Holding History

Invesco’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
2025 Q4	–	Sell	-244,983	Closed	-$1.05M	–	3859
2025 Q3	$1.05M	Buy	+244,983	New	+$1.15M	﹤0.01%	2906

Other funds holding SRFM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

6CM

683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Invesco's SRFM Position: Q4 2025 in Review

Invesco sold out of Surf Air Mobility (SRFM) in Q4 2025, closing a stake of 244,983 shares — an estimated $1.05M sold.

Invesco first reported a position in SRFM in Q3 2025 and held it in 1 quarter. The position peaked at $1.05M in Q3 2025. 67 funds tracked by Wall St. Rank hold SRFM as of Q4 2025.

Invesco reported no remaining Surf Air Mobility position as of Q4 2025 after selling out during the quarter.
Invesco sold 244,983 Surf Air Mobility shares in Q4 2025, an estimated $1.05M.
Invesco first reported a position in Surf Air Mobility in Q3 2025 and held it in 1 quarter.
Invesco's Surf Air Mobility position peaked at $1.05M in Q3 2025.
67 funds tracked by Wall St. Rank held Surf Air Mobility as of Q4 2025.

Based on Invesco's 13F filing for Q4 2025, filed 19 Feb 2026.