Northwestern Mutual Wealth Management
SRFM icon

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
Q2 		$1.33K Buy
1,144
+674
+143% +$781 ﹤0.01% 3740
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

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

Northwestern Mutual Wealth Management's SRFM Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Surf Air Mobility (SRFM) stake by 143% in Q2 2026, buying an estimated $781 and bringing the position to 1,144 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #3740.

Northwestern Mutual Wealth Management first reported a position in SRFM in Q4 2025 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold SRFM as of Q2 2026.

  • Northwestern Mutual Wealth Management held 1,144 shares of Surf Air Mobility worth $1.33K as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 674 Surf Air Mobility shares in Q2 2026, an estimated $781.
  • Surf Air Mobility made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3740 holding.
  • Northwestern Mutual Wealth Management first reported a position in Surf Air Mobility in Q4 2025 and has held it in 3 quarters since.
  • 71 funds tracked by Wall St. Rank held Surf Air Mobility as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.