Osaic Holdings
SRFM icon

Osaic Holdings’s Surf Air Mobility SRFM Stock Holding History

Osaic Holdings’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 		$57.4K Buy
49,457
+10,636
+27% +$12.3K ﹤0.01% 5377
2026
Q1 		$44.6K Sell
38,821
-14,568
-27% -$29.8K ﹤0.01% 5304
2025
Q4 		$104K Buy
53,389
+144
+0.3% +$461 ﹤0.01% 4678
2025
Q3 		$229K Buy
53,245
+36,001
+209% +$169K ﹤0.01% 4100
2025
Q2 		$63.6K Buy
17,244
+15,004
+670% +$37.3K ﹤0.01% 4867
2025
Q1 		$5.98K Buy
2,240
+2,140
+2,140% +$8.8K ﹤0.01% 6084
2024
Q4 		$539 Sell
100
-7,042
-99% -$19.5K ﹤0.01% 7004
2024
Q3 		$9.57K Buy
7,142
+1,428
+25% +$2.64K ﹤0.01% 5842
2024
Q2 		$15.4K Buy
5,714
+2,857
+100% +$9.18K ﹤0.01% 5520
2024
Q1 		$16.9K Buy
+2,857
New +$22.2K ﹤0.01% 5468

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

Osaic Holdings's SRFM Position: Q2 2026 in Review

Osaic Holdings increased its Surf Air Mobility (SRFM) stake by 27% in Q2 2026, buying an estimated $12.3K and bringing the position to 49,457 shares worth $57.4K. The position accounts for ﹤0.01% of the portfolio, ranked #5377.

Osaic Holdings first reported a position in SRFM in Q1 2024 and has held it in 10 quarters since. The position peaked at $229K in Q3 2025. 71 funds tracked by Wall St. Rank hold SRFM as of Q2 2026.

  • Osaic Holdings held 49,457 shares of Surf Air Mobility worth $57.4K as of Q2 2026.
  • Osaic Holdings bought 10,636 Surf Air Mobility shares in Q2 2026, an estimated $12.3K.
  • Surf Air Mobility made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #5377 holding.
  • Osaic Holdings first reported a position in Surf Air Mobility in Q1 2024 and has held it in 10 quarters since.
  • Osaic Holdings's Surf Air Mobility position peaked at $229K in Q3 2025.
  • 71 funds tracked by Wall St. Rank held Surf Air Mobility as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.