Jones Financial Companies
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Jones Financial Companies’s Surf Air Mobility SRFM Stock Holding History

Jones Financial Companies’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 		$12K Buy
10,892
+5,000
+85% +$10.2K ﹤0.01% 3514
2025
Q4 		$11.4K Buy
5,892
+3,408
+137% +$10.9K ﹤0.01% 3162
2025
Q3 		$10K Hold
2,484
– – ﹤0.01% 3078
2025
Q2 		$8.12K Buy
+2,484
New +$6.18K ﹤0.01% 2951

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 $27.1B AUM 20.2% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Jones Financial Companies's SRFM Position: Q1 2026 in Review

Jones Financial Companies increased its Surf Air Mobility (SRFM) stake by 85% in Q1 2026, buying an estimated $10.2K and bringing the position to 10,892 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #3514.

Jones Financial Companies first reported a position in SRFM in Q2 2025 and has held it in 4 quarters since. 69 funds tracked by Wall St. Rank hold SRFM as of Q1 2026.

  • Jones Financial Companies held 10,892 shares of Surf Air Mobility worth $12K as of Q1 2026.
  • Jones Financial Companies bought 5,000 Surf Air Mobility shares in Q1 2026, an estimated $10.2K.
  • Surf Air Mobility made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3514 holding.
  • Jones Financial Companies first reported a position in Surf Air Mobility in Q2 2025 and has held it in 4 quarters since.
  • 69 funds tracked by Wall St. Rank held Surf Air Mobility as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.