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Sherman Porfolios’s Surf Air Mobility SRFM Stock Holding History

Sherman Porfolios’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 		$34.9K Buy
+30,339
New +$62.1K ﹤0.01% 98
2025
Q4 		– Sell
-29,219
Closed -$125K – 185
2025
Q3 		$125K Buy
+29,219
New +$137K 0.04% 70

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 $27.1B AUM 20.2% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Sherman Porfolios's SRFM Position: Q1 2026 in Review

Sherman Porfolios opened a new position in Surf Air Mobility (SRFM) in Q1 2026: 30,339 shares worth $34.9K. The stake represents ﹤0.01% of the portfolio and ranks #98 among its holdings. This is a return to the name: Sherman Porfolios previously reported a position in SRFM as recently as Q3 2025.

Sherman Porfolios first reported a position in SRFM in Q3 2025 and has held it in 2 quarters since. The position peaked at $125K in Q3 2025. 69 funds tracked by Wall St. Rank hold SRFM as of Q1 2026.

  • Sherman Porfolios held 30,339 shares of Surf Air Mobility worth $34.9K as of Q1 2026.
  • Surf Air Mobility was a new Sherman Porfolios position in Q1 2026.
  • Surf Air Mobility made up ﹤0.01% of Sherman Porfolios's portfolio in Q1 2026, its #98 holding.
  • Sherman Porfolios first reported a position in Surf Air Mobility in Q3 2025 and has held it in 2 quarters since.
  • Sherman Porfolios's Surf Air Mobility position peaked at $125K in Q3 2025.
  • 69 funds tracked by Wall St. Rank held Surf Air Mobility as of Q1 2026.

Based on Sherman Porfolios's 13F filing for Q1 2026, filed 13 May 2026.