State Street
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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
Q2 		$596K Buy
513,701
+239,500
+87% +$277K ﹤0.01% 3544
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

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

State Street's SRFM Position: Q2 2026 in Review

State Street increased its Surf Air Mobility (SRFM) stake by 87% in Q2 2026, buying an estimated $277K and bringing the position to 513,701 shares worth $596K. The position accounts for ﹤0.01% of the portfolio, ranked #3544.

State Street first reported a position in SRFM in Q4 2023 and has held it in 11 quarters since. 70 funds tracked by Wall St. Rank hold SRFM as of Q2 2026.

  • State Street held 513,701 shares of Surf Air Mobility worth $596K as of Q2 2026.
  • State Street bought 239,500 Surf Air Mobility shares in Q2 2026, an estimated $277K.
  • Surf Air Mobility made up ﹤0.01% of State Street's portfolio in Q2 2026, its #3544 holding.
  • State Street first reported a position in Surf Air Mobility in Q4 2023 and has held it in 11 quarters since.
  • 70 funds tracked by Wall St. Rank held Surf Air Mobility as of Q2 2026.

Based on State Street's 13F filing for Q2 2026, filed 7 Aug 2026.