Marshall Wace
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Marshall Wace’s Surf Air Mobility SRFM Stock Holding History

Marshall Wace’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 		– Sell
-441,959
Closed -$508K – 3714
2026
Q1 		$508K Buy
+441,959
New +$905K ﹤0.01% 2448
2025
Q2 		– Sell
-387,214
Closed -$1.03M – 3142
2025
Q1 		$1.03M Buy
387,214
+317,666
+457% +$1.31M ﹤0.01% 1766
2024
Q4 		$375K Buy
+69,548
New +$193K ﹤0.01% 2157

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

Marshall Wace's SRFM Position: Q2 2026 in Review

Marshall Wace sold out of Surf Air Mobility (SRFM) in Q2 2026, closing a stake of 441,959 shares — an estimated $508K sold.

Marshall Wace first reported a position in SRFM in Q4 2024 and held it in 3 quarters. The position peaked at $1.03M in Q1 2025. 71 funds tracked by Wall St. Rank hold SRFM as of Q2 2026.

  • Marshall Wace reported no remaining Surf Air Mobility position as of Q2 2026 after selling out during the quarter.
  • Marshall Wace sold 441,959 Surf Air Mobility shares in Q2 2026, an estimated $508K.
  • Marshall Wace first reported a position in Surf Air Mobility in Q4 2024 and held it in 3 quarters.
  • Marshall Wace's Surf Air Mobility position peaked at $1.03M in Q1 2025.
  • 71 funds tracked by Wall St. Rank held Surf Air Mobility as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.