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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
Q1 		$23K Buy
+20,000
New +$40.9K ﹤0.01% 154

Other funds holding SRFM

Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

James J. Burns & Company's SRFM Position: Q1 2026 in Review

James J. Burns & Company opened a new position in Surf Air Mobility (SRFM) in Q1 2026: 20,000 shares worth $23K. The stake represents ﹤0.01% of the portfolio and ranks #154 among its holdings.

69 funds tracked by Wall St. Rank hold SRFM as of Q1 2026.

  • James J. Burns & Company held 20,000 shares of Surf Air Mobility worth $23K as of Q1 2026.
  • Surf Air Mobility was a new James J. Burns & Company position in Q1 2026.
  • Surf Air Mobility made up ﹤0.01% of James J. Burns & Company's portfolio in Q1 2026, its #154 holding.
  • 69 funds tracked by Wall St. Rank held Surf Air Mobility as of Q1 2026.

Based on James J. Burns & Company's 13F filing for Q1 2026, filed 17 Apr 2026.