James J. Burns & Company’s Surf Air Mobility SRFM Stock Holding History

James J. Burns & Company’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	–	Sell	-20,000	Closed	-$23K	–	170
2026 Q1	$23K	Buy	+20,000	New	+$40.9K	﹤0.01%	154

Other funds holding SRFM

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

James J. Burns & Company's SRFM Position: Q2 2026 in Review

James J. Burns & Company sold out of Surf Air Mobility (SRFM) in Q2 2026, closing a stake of 20,000 shares — an estimated $23K sold.

James J. Burns & Company first reported a position in SRFM in Q1 2026 and held it in 1 quarter. The position peaked at $23K in Q1 2026. 70 funds tracked by Wall St. Rank hold SRFM as of Q2 2026.

James J. Burns & Company reported no remaining Surf Air Mobility position as of Q2 2026 after selling out during the quarter.
James J. Burns & Company sold 20,000 Surf Air Mobility shares in Q2 2026, an estimated $23K.
James J. Burns & Company first reported a position in Surf Air Mobility in Q1 2026 and held it in 1 quarter.
James J. Burns & Company's Surf Air Mobility position peaked at $23K in Q1 2026.
70 funds tracked by Wall St. Rank held Surf Air Mobility as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.