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Jefferies Financial Group’s Surf Air Mobility SRFM Stock Holding History

Jefferies Financial Group’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 		– Sell
-10,450
Closed -$20.3K – 2178
2025
Q4 		$20.3K Sell
10,450
-550
-5% -$1.76K ﹤0.01% 1797
2025
Q3 		$47.2K Buy
+11,000
New +$51.5K ﹤0.01% 1392

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

Jefferies Financial Group's SRFM Position: Q1 2026 in Review

Jefferies Financial Group sold out of Surf Air Mobility (SRFM) in Q1 2026, closing a stake of 10,450 shares — an estimated $20.3K sold.

Jefferies Financial Group first reported a position in SRFM in Q3 2025 and held it in 2 quarters. The position peaked at $47.2K in Q3 2025. 69 funds tracked by Wall St. Rank hold SRFM as of Q1 2026.

  • Jefferies Financial Group reported no remaining Surf Air Mobility position as of Q1 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 10,450 Surf Air Mobility shares in Q1 2026, an estimated $20.3K.
  • Jefferies Financial Group first reported a position in Surf Air Mobility in Q3 2025 and held it in 2 quarters.
  • Jefferies Financial Group's Surf Air Mobility position peaked at $47.2K in Q3 2025.
  • 69 funds tracked by Wall St. Rank held Surf Air Mobility as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.