NewSquare Capital’s Surf Air Mobility SRFM Stock Holding History

NewSquare Capital’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
2025 Q3	–	Sell	-3,423	Closed	-$12.6K	–	1095
2025 Q2	$12.6K	Buy	+3,423	New	+$8.52K	﹤0.01%	595

Other funds holding SRFM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewSquare Capital's SRFM Position: Q3 2025 in Review

NewSquare Capital sold out of Surf Air Mobility (SRFM) in Q3 2025, closing a stake of 3,423 shares — an estimated $12.6K sold.

NewSquare Capital first reported a position in SRFM in Q2 2025 and held it in 1 quarter. The position peaked at $12.6K in Q2 2025. 58 funds tracked by Wall St. Rank hold SRFM as of Q3 2025.

NewSquare Capital reported no remaining Surf Air Mobility position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 3,423 Surf Air Mobility shares in Q3 2025, an estimated $12.6K.
NewSquare Capital first reported a position in Surf Air Mobility in Q2 2025 and held it in 1 quarter.
NewSquare Capital's Surf Air Mobility position peaked at $12.6K in Q2 2025.
58 funds tracked by Wall St. Rank held Surf Air Mobility as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.