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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
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

Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
JDLA
J. Derek Lewis & Associates Newport Beach, California $445M AUM

Rathbones Group's SRFM Position: Q1 2026 in Review

Rathbones Group held its Surf Air Mobility (SRFM) position steady in Q1 2026 at 322,326 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Rathbones Group first reported a position in SRFM in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.85M in Q3 2023. 69 funds tracked by Wall St. Rank hold SRFM as of Q1 2026.

  • Rathbones Group held 322,326 shares of Surf Air Mobility worth $371K as of Q1 2026.
  • Rathbones Group left its Surf Air Mobility share count unchanged in Q1 2026.
  • Surf Air Mobility made up ﹤0.01% of Rathbones Group's portfolio in Q1 2026, its #496 holding.
  • Rathbones Group first reported a position in Surf Air Mobility in Q3 2023 and has held it in 11 quarters since.
  • Rathbones Group's Surf Air Mobility position peaked at $1.85M in Q3 2023.
  • 69 funds tracked by Wall St. Rank held Surf Air Mobility as of Q1 2026.

Based on Rathbones Group's 13F filing for Q1 2026, filed 12 May 2026.