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Kestra Private Wealth Services’s Surf Air Mobility SRFM Stock Holding History

Kestra Private Wealth Services’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 		$18.1K Buy
+15,601
New +$18.1K ﹤0.01% 1800

Other funds holding SRFM

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
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
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM

Kestra Private Wealth Services's SRFM Position: Q2 2026 in Review

Kestra Private Wealth Services opened a new position in Surf Air Mobility (SRFM) in Q2 2026: 15,601 shares worth $18.1K. The stake represents ﹤0.01% of the portfolio and ranks #1800 among its holdings.

18 funds tracked by Wall St. Rank hold SRFM as of Q2 2026.

  • Kestra Private Wealth Services held 15,601 shares of Surf Air Mobility worth $18.1K as of Q2 2026.
  • Surf Air Mobility was a new Kestra Private Wealth Services position in Q2 2026.
  • Surf Air Mobility made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1800 holding.
  • 18 funds tracked by Wall St. Rank held Surf Air Mobility as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.