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Transcend Capital Advisors’s Surf Air Mobility SRFM Stock Holding History

Transcend Capital Advisors’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 		– Sell
-58,750
Closed -$114K – 776
2025
Q4 		$114K Buy
+58,750
New +$188K 0.01% 673

Other funds holding SRFM

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VCM
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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

Transcend Capital Advisors's SRFM Position: Q1 2026 in Review

Transcend Capital Advisors sold out of Surf Air Mobility (SRFM) in Q1 2026, closing a stake of 58,750 shares — an estimated $114K sold.

Transcend Capital Advisors first reported a position in SRFM in Q4 2025 and held it in 1 quarter. The position peaked at $114K in Q4 2025. 69 funds tracked by Wall St. Rank hold SRFM as of Q1 2026.

  • Transcend Capital Advisors reported no remaining Surf Air Mobility position as of Q1 2026 after selling out during the quarter.
  • Transcend Capital Advisors sold 58,750 Surf Air Mobility shares in Q1 2026, an estimated $114K.
  • Transcend Capital Advisors first reported a position in Surf Air Mobility in Q4 2025 and held it in 1 quarter.
  • Transcend Capital Advisors's Surf Air Mobility position peaked at $114K in Q4 2025.
  • 69 funds tracked by Wall St. Rank held Surf Air Mobility as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.