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Private Advisor Group’s Surf Air Mobility SRFM Stock Holding History

Private Advisor Group’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
2025
Q4 		– Sell
-11,242
Closed -$48.2K – 2756
2025
Q3 		$48.2K Buy
+11,242
New +$52.7K ﹤0.01% 2452

Other funds holding SRFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Private Advisor Group's SRFM Position: Q4 2025 in Review

Private Advisor Group sold out of Surf Air Mobility (SRFM) in Q4 2025, closing a stake of 11,242 shares — an estimated $48.2K sold.

Private Advisor Group first reported a position in SRFM in Q3 2025 and held it in 1 quarter. The position peaked at $48.2K in Q3 2025. 67 funds tracked by Wall St. Rank hold SRFM as of Q4 2025.

  • Private Advisor Group reported no remaining Surf Air Mobility position as of Q4 2025 after selling out during the quarter.
  • Private Advisor Group sold 11,242 Surf Air Mobility shares in Q4 2025, an estimated $48.2K.
  • Private Advisor Group first reported a position in Surf Air Mobility in Q3 2025 and held it in 1 quarter.
  • Private Advisor Group's Surf Air Mobility position peaked at $48.2K in Q3 2025.
  • 67 funds tracked by Wall St. Rank held Surf Air Mobility as of Q4 2025.

Based on Private Advisor Group's 13F filing for Q4 2025, filed 17 Feb 2026.