NBC Securities
SRFM icon

NBC Securities’s Surf Air Mobility SRFM Stock Holding History

NBC Securities’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 		$240 Hold
200
– – ﹤0.01% 2447
2026
Q2 		$232 Hold
200
– – ﹤0.01% 2390
2026
Q1 		$230 Hold
200
– – ﹤0.01% 2500
2025
Q4 		$388 Hold
200
– – ﹤0.01% 2667
2025
Q3 		$858 Buy
+200
New +$937 ﹤0.01% 2568

Other funds holding SRFM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
VisionPoint Advisory Group
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
J. Derek Lewis & Associates
J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
United Bank (Georgia)
United Bank (Georgia) Zebulon, Georgia $344M AUM 24.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sherman Porfolios
Sherman Porfolios Coeur D'alene, Idaho $641M AUM 25.36% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

NBC Securities's SRFM Position: Q3 2026 in Review

NBC Securities held its Surf Air Mobility (SRFM) position steady in Q3 2026 at 200 shares worth $240. The position accounts for ﹤0.01% of the portfolio, ranked #2447.

NBC Securities first reported a position in SRFM in Q3 2025 and has held it in 5 quarters since. The position peaked at $858 in Q3 2025. 29 funds tracked by Wall St. Rank hold SRFM as of Q3 2026.

  • NBC Securities held 200 shares of Surf Air Mobility worth $240 as of Q3 2026.
  • NBC Securities left its Surf Air Mobility share count unchanged in Q3 2026.
  • Surf Air Mobility made up ﹤0.01% of NBC Securities's portfolio in Q3 2026, its #2447 holding.
  • NBC Securities first reported a position in Surf Air Mobility in Q3 2025 and has held it in 5 quarters since.
  • NBC Securities's Surf Air Mobility position peaked at $858 in Q3 2025.
  • 29 funds tracked by Wall St. Rank held Surf Air Mobility as of Q3 2026.

Based on NBC Securities's 13F filing for Q3 2026, filed 26 Oct 2026.