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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
Q2 		$12K Buy
+10,340
New +$12K ﹤0.01% 1160

Other funds holding SRFM

VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
HPBT
Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Sowell Financial Services's SRFM Position: Q2 2026 in Review

Sowell Financial Services opened a new position in Surf Air Mobility (SRFM) in Q2 2026: 10,340 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #1160 among its holdings.

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

  • Sowell Financial Services held 10,340 shares of Surf Air Mobility worth $12K as of Q2 2026.
  • Surf Air Mobility was a new Sowell Financial Services position in Q2 2026.
  • Surf Air Mobility made up ﹤0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1160 holding.
  • 8 funds tracked by Wall St. Rank held Surf Air Mobility as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.