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MAI Capital Management’s Surf Air Mobility SRFM Stock Holding History

MAI Capital Management’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 		– Sell
-47
Closed -$92 – 5132
2025
Q4 		$92 Hold
47
– – ﹤0.01% 4172
2025
Q3 		$203 Buy
+47
New +$220 ﹤0.01% 3710

Other funds holding SRFM

Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 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 $445B AUM 25.58% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

MAI Capital Management's SRFM Position: Q1 2026 in Review

MAI Capital Management sold out of Surf Air Mobility (SRFM) in Q1 2026, closing a stake of 47 shares — an estimated $92 sold.

MAI Capital Management first reported a position in SRFM in Q3 2025 and held it in 2 quarters. The position peaked at $203 in Q3 2025. 69 funds tracked by Wall St. Rank hold SRFM as of Q1 2026.

  • MAI Capital Management reported no remaining Surf Air Mobility position as of Q1 2026 after selling out during the quarter.
  • MAI Capital Management sold 47 Surf Air Mobility shares in Q1 2026, an estimated $92.
  • MAI Capital Management first reported a position in Surf Air Mobility in Q3 2025 and held it in 2 quarters.
  • MAI Capital Management's Surf Air Mobility position peaked at $203 in Q3 2025.
  • 69 funds tracked by Wall St. Rank held Surf Air Mobility as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.