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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
Q2 		$99 Hold
85
– – ﹤0.01% 3652
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

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Larson Financial Group's SRFM Position: Q2 2026 in Review

Larson Financial Group held its Surf Air Mobility (SRFM) position steady in Q2 2026 at 85 shares worth $99. The position accounts for ﹤0.01% of the portfolio, ranked #3652.

Larson Financial Group first reported a position in SRFM in Q2 2025 and has held it in 5 quarters since. The position peaked at $39.3K in Q2 2025. 70 funds tracked by Wall St. Rank hold SRFM as of Q2 2026.

  • Larson Financial Group held 85 shares of Surf Air Mobility worth $99 as of Q2 2026.
  • Larson Financial Group left its Surf Air Mobility share count unchanged in Q2 2026.
  • Surf Air Mobility made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3652 holding.
  • Larson Financial Group first reported a position in Surf Air Mobility in Q2 2025 and has held it in 5 quarters since.
  • Larson Financial Group's Surf Air Mobility position peaked at $39.3K in Q2 2025.
  • 70 funds tracked by Wall St. Rank held Surf Air Mobility as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.