LPL Financial
SRFM icon

LPL Financial’s Surf Air Mobility SRFM Stock Holding History

LPL Financial’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 		$374K Buy
325,532
+43,984
+16% +$90.1K ﹤0.01% 5025
2025
Q4 		$546K Buy
281,548
+58,983
+27% +$189K ﹤0.01% 4630
2025
Q3 		$955K Buy
222,565
+73,625
+49% +$345K ﹤0.01% 4042
2025
Q2 		$550K Buy
+148,940
New +$371K ﹤0.01% 4296
2024
Q2 		– Sell
-3,214
Closed -$19K – 5127
2024
Q1 		$19K Buy
+3,214
New +$25K ﹤0.01% 4847

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
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
JDLA
J. Derek Lewis & Associates Newport Beach, California $445M AUM

LPL Financial's SRFM Position: Q1 2026 in Review

LPL Financial increased its Surf Air Mobility (SRFM) stake by 16% in Q1 2026, buying an estimated $90.1K and bringing the position to 325,532 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #5025.

LPL Financial first reported a position in SRFM in Q1 2024 and has held it in 5 quarters since. The position peaked at $955K in Q3 2025. 69 funds tracked by Wall St. Rank hold SRFM as of Q1 2026.

  • LPL Financial held 325,532 shares of Surf Air Mobility worth $374K as of Q1 2026.
  • LPL Financial bought 43,984 Surf Air Mobility shares in Q1 2026, an estimated $90.1K.
  • Surf Air Mobility made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5025 holding.
  • LPL Financial first reported a position in Surf Air Mobility in Q1 2024 and has held it in 5 quarters since.
  • LPL Financial's Surf Air Mobility position peaked at $955K in Q3 2025.
  • 69 funds tracked by Wall St. Rank held Surf Air Mobility as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.