Sowell Financial Services
SRFM icon

Sowell Financial Services’s Surf Air Mobility SRFM Stock Holding History

Sowell Financial Services’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 		$12.4K Hold
10,340
– – ﹤0.01% 1153
2026
Q2 		$12K Buy
+10,340
New +$12K ﹤0.01% 1160

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
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 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
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Sowell Financial Services's SRFM Position: Q3 2026 in Review

Sowell Financial Services held its Surf Air Mobility (SRFM) position steady in Q3 2026 at 10,340 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1153.

Sowell Financial Services first reported a position in SRFM in Q2 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold SRFM as of Q3 2026.

  • Sowell Financial Services held 10,340 shares of Surf Air Mobility worth $12.4K as of Q3 2026.
  • Sowell Financial Services left its Surf Air Mobility share count unchanged in Q3 2026.
  • Surf Air Mobility made up ﹤0.01% of Sowell Financial Services's portfolio in Q3 2026, its #1153 holding.
  • Sowell Financial Services first reported a position in Surf Air Mobility in Q2 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held Surf Air Mobility as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.