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 Q3	$303K	Sell	252,220 -52,669	-17%	-$41K	﹤0.01%	5522
2026 Q2	$354K	Sell	304,889 -20,643	-6%	-$23.9K	﹤0.01%	5321
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return

United Bank (Georgia) Zebulon, Georgia $344M AUM 24.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $641M AUM 25.36% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return

LPL Financial's SRFM Position: Q3 2026 in Review

LPL Financial reduced its Surf Air Mobility (SRFM) stake by 17% in Q3 2026, selling an estimated $41K and leaving 252,220 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #5522.

LPL Financial first reported a position in SRFM in Q1 2024 and has held it in 7 quarters since. The position peaked at $955K in Q3 2025. 26 funds tracked by Wall St. Rank hold SRFM as of Q3 2026.

LPL Financial held 252,220 shares of Surf Air Mobility worth $303K as of Q3 2026.
LPL Financial sold 52,669 Surf Air Mobility shares in Q3 2026, an estimated $41K.
Surf Air Mobility made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5522 holding.
LPL Financial first reported a position in Surf Air Mobility in Q1 2024 and has held it in 7 quarters since.
LPL Financial's Surf Air Mobility position peaked at $955K in Q3 2025.
26 funds tracked by Wall St. Rank held Surf Air Mobility as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.