State Street
SRFM icon

State Street’s Surf Air Mobility SRFM Stock Holding History

State Street’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 		$315K Buy
274,201
+147,800
+117% +$303K ﹤0.01% 3766
2025
Q4 		$245K Hold
126,401
– – ﹤0.01% 3854
2025
Q3 		$542K Buy
126,401
+79,421
+169% +$372K ﹤0.01% 3646
2025
Q2 		$173K Buy
46,980
+15,900
+51% +$39.6K ﹤0.01% 3870
2025
Q1 		$83K Hold
31,080
– – ﹤0.01% 4008
2024
Q4 		$168K Buy
31,080
+15,973
+106% +$44.3K ﹤0.01% 3888
2024
Q3 		$20.2K Sell
15,107
-3
-0% -$6 ﹤0.01% 4226
2024
Q2 		$40.7K Buy
15,110
+1,729
+13% +$5.56K ﹤0.01% 4179
2024
Q1 		$79K Sell
13,381
-1,314
-9% -$10.2K ﹤0.01% 4074
2023
Q4 		$159K Buy
+14,695
New +$118K ﹤0.01% 3945

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 $25B AUM 18.87% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM