RG
SRFM icon

Rathbones Group’s Surf Air Mobility SRFM Stock Holding History

Rathbones 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
2026
Q2 		$371K Sell
319,826
-2,500
-0.8% -$2.9K ﹤0.01% 515
2026
Q1 		$371K Hold
322,326
– – ﹤0.01% 496
2025
Q4 		$625K Buy
322,326
+155,567
+93% +$498K ﹤0.01% 427
2025
Q3 		$715K Buy
166,759
+5,000
+3% +$23.4K ﹤0.01% 401
2025
Q2 		$597K Hold
161,759
– – ﹤0.01% 414
2025
Q1 		$432K Hold
161,759
– – ﹤0.01% 426
2024
Q4 		$872K Hold
161,759
– – ﹤0.01% 348
2024
Q3 		$217K Sell
161,759
-3
-0% -$6 ﹤0.01% 533
2024
Q2 		$435K Hold
161,762
– – ﹤0.01% 434
2024
Q1 		$955K Hold
161,762
– – 0.01% 330
2023
Q4 		$1.76M Hold
161,762
– – 0.01% 267
2023
Q3 		$1.85M Buy
+161,762
New +$1.92M 0.01% 260

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

Rathbones Group's SRFM Position: Q2 2026 in Review

Rathbones Group reduced its Surf Air Mobility (SRFM) stake by 0.78% in Q2 2026, selling an estimated $2.9K and leaving 319,826 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Rathbones Group first reported a position in SRFM in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.85M in Q3 2023. 71 funds tracked by Wall St. Rank hold SRFM as of Q2 2026.

  • Rathbones Group held 319,826 shares of Surf Air Mobility worth $371K as of Q2 2026.
  • Rathbones Group sold 2,500 Surf Air Mobility shares in Q2 2026, an estimated $2.9K.
  • Surf Air Mobility made up ﹤0.01% of Rathbones Group's portfolio in Q2 2026, its #515 holding.
  • Rathbones Group first reported a position in Surf Air Mobility in Q3 2023 and has held it in 12 quarters since.
  • Rathbones Group's Surf Air Mobility position peaked at $1.85M in Q3 2023.
  • 71 funds tracked by Wall St. Rank held Surf Air Mobility as of Q2 2026.

Based on Rathbones Group's 13F filing for Q2 2026, filed 23 Jul 2026.