RWM
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RMG Wealth Management’s Surf Air Mobility SRFM Stock Holding History

RMG Wealth Management’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 		$794 Buy
+1,000
New +$1.16K ﹤0.01% 506

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

RMG Wealth Management's SRFM Position: Q2 2026 in Review

RMG Wealth Management opened a new position in Surf Air Mobility (SRFM) in Q2 2026: 1,000 shares worth $794. The stake represents ﹤0.01% of the portfolio and ranks #506 among its holdings.

71 funds tracked by Wall St. Rank hold SRFM as of Q2 2026.

  • RMG Wealth Management held 1,000 shares of Surf Air Mobility worth $794 as of Q2 2026.
  • Surf Air Mobility was a new RMG Wealth Management position in Q2 2026.
  • Surf Air Mobility made up ﹤0.01% of RMG Wealth Management's portfolio in Q2 2026, its #506 holding.
  • 71 funds tracked by Wall St. Rank held Surf Air Mobility as of Q2 2026.

Based on RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.