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J. Derek Lewis & Associates’s Surf Air Mobility SRFM Stock Holding History

J. Derek Lewis & Associates’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 		$140K Sell
121,000
-172,000
-59% -$199K 0.03% 194
2026
Q1 		$337K Buy
293,000
+134,000
+84% +$274K 0.08% 130
2025
Q4 		$308K Buy
+159,000
New +$509K 0.07% 135

Other funds holding SRFM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

J. Derek Lewis & Associates's SRFM Position: Q2 2026 in Review

J. Derek Lewis & Associates reduced its Surf Air Mobility (SRFM) stake by 59% in Q2 2026, selling an estimated $199K and leaving 121,000 shares worth $140K. The position accounts for 0.03% of the portfolio, ranked #194.

J. Derek Lewis & Associates first reported a position in SRFM in Q4 2025 and has held it in 3 quarters since. The position peaked at $337K in Q1 2026. 25 funds tracked by Wall St. Rank hold SRFM as of Q2 2026.

  • J. Derek Lewis & Associates held 121,000 shares of Surf Air Mobility worth $140K as of Q2 2026.
  • J. Derek Lewis & Associates sold 172,000 Surf Air Mobility shares in Q2 2026, an estimated $199K.
  • Surf Air Mobility made up 0.03% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #194 holding.
  • J. Derek Lewis & Associates first reported a position in Surf Air Mobility in Q4 2025 and has held it in 3 quarters since.
  • J. Derek Lewis & Associates's Surf Air Mobility position peaked at $337K in Q1 2026.
  • 25 funds tracked by Wall St. Rank held Surf Air Mobility as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.