Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Surf Air Mobility SRFM Stock Holding History

Northwestern Mutual Wealth 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 		$541 Buy
470
+326
+226% +$667 ﹤0.01% 3847
2025
Q4 		$279 Buy
+144
New +$461 ﹤0.01% 3779

Other funds holding SRFM

Hudson Bay Capital Management
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 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 $377B AUM 19.32% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Northwestern Mutual Wealth Management's SRFM Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Surf Air Mobility (SRFM) stake by 226% in Q1 2026, buying an estimated $667 and bringing the position to 470 shares worth $541. The position accounts for ﹤0.01% of the portfolio, ranked #3847.

Northwestern Mutual Wealth Management first reported a position in SRFM in Q4 2025 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold SRFM as of Q1 2026.

  • Northwestern Mutual Wealth Management held 470 shares of Surf Air Mobility worth $541 as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 326 Surf Air Mobility shares in Q1 2026, an estimated $667.
  • Surf Air Mobility made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #3847 holding.
  • Northwestern Mutual Wealth Management first reported a position in Surf Air Mobility in Q4 2025 and has held it in 2 quarters since.
  • 69 funds tracked by Wall St. Rank held Surf Air Mobility as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.