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
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

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

LPL Financial's SRFM Position: Q2 2026 in Review

LPL Financial reduced its Surf Air Mobility (SRFM) stake by 6.3% in Q2 2026, selling an estimated $23.9K and leaving 304,889 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #5321.

LPL Financial first reported a position in SRFM in Q1 2024 and has held it in 6 quarters since. The position peaked at $955K in Q3 2025. 71 funds tracked by Wall St. Rank hold SRFM as of Q2 2026.

  • LPL Financial held 304,889 shares of Surf Air Mobility worth $354K as of Q2 2026.
  • LPL Financial sold 20,643 Surf Air Mobility shares in Q2 2026, an estimated $23.9K.
  • Surf Air Mobility made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5321 holding.
  • LPL Financial first reported a position in Surf Air Mobility in Q1 2024 and has held it in 6 quarters since.
  • LPL Financial's Surf Air Mobility position peaked at $955K in Q3 2025.
  • 71 funds tracked by Wall St. Rank held Surf Air Mobility as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.