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Steward Partners Investment Advisory’s Surf Air Mobility SRFM Stock Holding History

Steward Partners Investment Advisory’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 		$5.75K Hold
5,000
– – ﹤0.01% 3752
2025
Q4 		$9.7K Buy
5,000
+1,321
+36% +$4.23K ﹤0.01% 3458
2025
Q3 		$15.8K Hold
3,679
– – ﹤0.01% 3192
2025
Q2 		$13.6K Hold
3,679
– – ﹤0.01% 3069
2025
Q1 		$9.82K Hold
3,679
– – ﹤0.01% 3105
2024
Q4 		$19.8K Buy
+3,679
New +$10.2K ﹤0.01% 2803

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

Steward Partners Investment Advisory's SRFM Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Surf Air Mobility (SRFM) position steady in Q1 2026 at 5,000 shares worth $5.75K. The position accounts for ﹤0.01% of the portfolio, ranked #3752.

Steward Partners Investment Advisory first reported a position in SRFM in Q4 2024 and has held it in 6 quarters since. The position peaked at $19.8K in Q4 2024. 69 funds tracked by Wall St. Rank hold SRFM as of Q1 2026.

  • Steward Partners Investment Advisory held 5,000 shares of Surf Air Mobility worth $5.75K as of Q1 2026.
  • Steward Partners Investment Advisory left its Surf Air Mobility share count unchanged in Q1 2026.
  • Surf Air Mobility made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3752 holding.
  • Steward Partners Investment Advisory first reported a position in Surf Air Mobility in Q4 2024 and has held it in 6 quarters since.
  • Steward Partners Investment Advisory's Surf Air Mobility position peaked at $19.8K in Q4 2024.
  • 69 funds tracked by Wall St. Rank held Surf Air Mobility as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.