Raymond James Financial
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Raymond James Financial’s Surf Air Mobility SRFM Stock Holding History

Raymond James Financial’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 		$54.1K Sell
46,667
-4,470
-9% -$5.18K ﹤0.01% 5250
2026
Q1 		$58.8K Sell
51,137
-150,618
-75% -$308K ﹤0.01% 5104
2025
Q4 		$391K Sell
201,755
-750,737
-79% -$2.4M ﹤0.01% 4423
2025
Q3 		$4.09M Buy
952,492
+951,321
+81,240% +$4.46M ﹤0.01% 2612
2025
Q2 		$4.32K Buy
+1,171
New +$2.91K ﹤0.01% 6211

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

Raymond James Financial's SRFM Position: Q2 2026 in Review

Raymond James Financial reduced its Surf Air Mobility (SRFM) stake by 8.7% in Q2 2026, selling an estimated $5.18K and leaving 46,667 shares worth $54.1K. The position accounts for ﹤0.01% of the portfolio, ranked #5250.

Raymond James Financial first reported a position in SRFM in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.09M in Q3 2025. 71 funds tracked by Wall St. Rank hold SRFM as of Q2 2026.

  • Raymond James Financial held 46,667 shares of Surf Air Mobility worth $54.1K as of Q2 2026.
  • Raymond James Financial sold 4,470 Surf Air Mobility shares in Q2 2026, an estimated $5.18K.
  • Surf Air Mobility made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #5250 holding.
  • Raymond James Financial first reported a position in Surf Air Mobility in Q2 2025 and has held it in 5 quarters since.
  • Raymond James Financial's Surf Air Mobility position peaked at $4.09M in Q3 2025.
  • 71 funds tracked by Wall St. Rank held Surf Air Mobility as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.