SBI Securities
SRFM icon

SBI Securities’s Surf Air Mobility SRFM Stock Holding History

SBI Securities’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
Q3 		$8.95K Buy
7,462
+163
+2% +$127 ﹤0.01% 1903
2026
Q2 		$8.47K Buy
7,299
+362
+5% +$419 ﹤0.01% 1922
2026
Q1 		$7.98K Buy
6,937
+6,262
+928% +$12.8K ﹤0.01% 1834
2025
Q4 		$1.31K Sell
675
-3,280
-83% -$10.5K ﹤0.01% 2544
2025
Q3 		$17K Buy
3,955
+1,503
+61% +$7.04K ﹤0.01% 1525
2025
Q2 		$9.05K Buy
+2,452
New +$6.1K ﹤0.01% 1742

Other funds holding SRFM

VisionPoint Advisory Group
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
Parrish Capital
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
GK Wealth Management
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Ares Financial Consulting
Ares Financial Consulting Calabasas, California $145M AUM 16.02% 1-Year Est. Return
Hickory Point Bank & Trust
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

SBI Securities's SRFM Position: Q3 2026 in Review

SBI Securities increased its Surf Air Mobility (SRFM) stake by 2.2% in Q3 2026, buying an estimated $127 and bringing the position to 7,462 shares worth $8.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1903.

SBI Securities first reported a position in SRFM in Q2 2025 and has held it in 6 quarters since. The position peaked at $17K in Q3 2025. 10 funds tracked by Wall St. Rank hold SRFM as of Q3 2026.

  • SBI Securities held 7,462 shares of Surf Air Mobility worth $8.95K as of Q3 2026.
  • SBI Securities bought 163 Surf Air Mobility shares in Q3 2026, an estimated $127.
  • Surf Air Mobility made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #1903 holding.
  • SBI Securities first reported a position in Surf Air Mobility in Q2 2025 and has held it in 6 quarters since.
  • SBI Securities's Surf Air Mobility position peaked at $17K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Surf Air Mobility as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.