Nuveen
SRFM icon

Nuveen’s Surf Air Mobility SRFM Stock Holding History

Nuveen’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 		$14.7K Buy
+12,283
New +$9.6K ﹤0.01% 4463

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

Nuveen's SRFM Position: Q3 2026 in Review

Nuveen opened a new position in Surf Air Mobility (SRFM) in Q3 2026: 12,283 shares worth $14.7K. The stake represents ﹤0.01% of the portfolio and ranks #4463 among its holdings.

33 funds tracked by Wall St. Rank hold SRFM as of Q3 2026.

  • Nuveen held 12,283 shares of Surf Air Mobility worth $14.7K as of Q3 2026.
  • Surf Air Mobility was a new Nuveen position in Q3 2026.
  • Surf Air Mobility made up ﹤0.01% of Nuveen's portfolio in Q3 2026, its #4463 holding.
  • 33 funds tracked by Wall St. Rank held Surf Air Mobility as of Q3 2026.

Based on Nuveen's 13F filing for Q3 2026, filed 10 Nov 2026.