PIA
SRFM icon

Perennial Investment Advisors’s Surf Air Mobility SRFM Stock Holding History

Perennial Investment Advisors’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 		$28.1K Buy
+24,222
New +$28.1K ﹤0.01% 578

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

Perennial Investment Advisors's SRFM Position: Q2 2026 in Review

Perennial Investment Advisors opened a new position in Surf Air Mobility (SRFM) in Q2 2026: 24,222 shares worth $28.1K. The stake represents ﹤0.01% of the portfolio and ranks #578 among its holdings.

71 funds tracked by Wall St. Rank hold SRFM as of Q2 2026.

  • Perennial Investment Advisors held 24,222 shares of Surf Air Mobility worth $28.1K as of Q2 2026.
  • Surf Air Mobility was a new Perennial Investment Advisors position in Q2 2026.
  • Surf Air Mobility made up ﹤0.01% of Perennial Investment Advisors's portfolio in Q2 2026, its #578 holding.
  • 71 funds tracked by Wall St. Rank held Surf Air Mobility as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.