Northern Trust
SRFM icon

Northern Trust’s Surf Air Mobility SRFM Stock Holding History

Northern Trust’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 		$231K Buy
198,997
+108,003
+119% +$125K ﹤0.01% 3890
2026
Q1 		$105K Hold
90,994
– – ﹤0.01% 4094
2025
Q4 		$177K Buy
90,994
+30,766
+51% +$98.4K ﹤0.01% 4020
2025
Q3 		$258K Buy
60,228
+31,179
+107% +$146K ﹤0.01% 3889
2025
Q2 		$107K Buy
29,049
+6,174
+27% +$15.4K ﹤0.01% 4096
2025
Q1 		$61.1K Buy
22,875
+6,894
+43% +$28.4K ﹤0.01% 4201
2024
Q4 		$86.1K Hold
15,981
– – ﹤0.01% 4182
2024
Q3 		$21.4K Sell
15,981
-2
-0% -$4 ﹤0.01% 4329
2024
Q2 		$43K Hold
15,983
– – ﹤0.01% 4232
2024
Q1 		$94.3K Sell
15,983
-545
-3% -$4.24K ﹤0.01% 4095
2023
Q4 		$179K Buy
16,528
+1,650
+11% +$13.3K ﹤0.01% 3939
2023
Q3 		$170K Buy
+14,878
New +$177K ﹤0.01% 3874

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

Northern Trust's SRFM Position: Q2 2026 in Review

Northern Trust increased its Surf Air Mobility (SRFM) stake by 119% in Q2 2026, buying an estimated $125K and bringing the position to 198,997 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #3890.

Northern Trust first reported a position in SRFM in Q3 2023 and has held it in 12 quarters since. The position peaked at $258K in Q3 2025. 71 funds tracked by Wall St. Rank hold SRFM as of Q2 2026.

  • Northern Trust held 198,997 shares of Surf Air Mobility worth $231K as of Q2 2026.
  • Northern Trust bought 108,003 Surf Air Mobility shares in Q2 2026, an estimated $125K.
  • Surf Air Mobility made up ﹤0.01% of Northern Trust's portfolio in Q2 2026, its #3890 holding.
  • Northern Trust first reported a position in Surf Air Mobility in Q3 2023 and has held it in 12 quarters since.
  • Northern Trust's Surf Air Mobility position peaked at $258K in Q3 2025.
  • 71 funds tracked by Wall St. Rank held Surf Air Mobility as of Q2 2026.

Based on Northern Trust's 13F filing for Q2 2026, filed 13 Aug 2026.