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

Larson 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 		$98 Sell
85
-830
-91% -$1.7K ﹤0.01% 3515
2025
Q4 		$1.77K Hold
915
– – ﹤0.01% 2807
2025
Q3 		$3.92K Sell
915
-9,723
-91% -$45.6K ﹤0.01% 2439
2025
Q2 		$39.3K Buy
+10,638
New +$26.5K ﹤0.01% 1164

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

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

Larson Financial Group reduced its Surf Air Mobility (SRFM) stake by 91% in Q1 2026, selling an estimated $1.7K and leaving 85 shares worth $98. The position accounts for ﹤0.01% of the portfolio, ranked #3515.

Larson Financial Group first reported a position in SRFM in Q2 2025 and has held it in 4 quarters since. The position peaked at $39.3K in Q2 2025. 69 funds tracked by Wall St. Rank hold SRFM as of Q1 2026.

  • Larson Financial Group held 85 shares of Surf Air Mobility worth $98 as of Q1 2026.
  • Larson Financial Group sold 830 Surf Air Mobility shares in Q1 2026, an estimated $1.7K.
  • Surf Air Mobility made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #3515 holding.
  • Larson Financial Group first reported a position in Surf Air Mobility in Q2 2025 and has held it in 4 quarters since.
  • Larson Financial Group's Surf Air Mobility position peaked at $39.3K in Q2 2025.
  • 69 funds tracked by Wall St. Rank held Surf Air Mobility as of Q1 2026.

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