Raymond James Financial
SRFM icon

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
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

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
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Raymond James Financial's SRFM Position: Q1 2026 in Review

Raymond James Financial reduced its Surf Air Mobility (SRFM) stake by 75% in Q1 2026, selling an estimated $308K and leaving 51,137 shares worth $58.8K. The position accounts for ﹤0.01% of the portfolio, ranked #5104.

Raymond James Financial first reported a position in SRFM in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.09M in Q3 2025. 69 funds tracked by Wall St. Rank hold SRFM as of Q1 2026.

  • Raymond James Financial held 51,137 shares of Surf Air Mobility worth $58.8K as of Q1 2026.
  • Raymond James Financial sold 150,618 Surf Air Mobility shares in Q1 2026, an estimated $308K.
  • Surf Air Mobility made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #5104 holding.
  • Raymond James Financial first reported a position in Surf Air Mobility in Q2 2025 and has held it in 4 quarters since.
  • Raymond James Financial's Surf Air Mobility position peaked at $4.09M in Q3 2025.
  • 69 funds tracked by Wall St. Rank held Surf Air Mobility as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.