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Vermillion & White Wealth Management Group’s Surf Air Mobility SRFM Stock Holding History

Vermillion & White Wealth Management Group’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
-40
Closed -$77 – 458
2025
Q4 		$77 Buy
+40
New +$128 ﹤0.01% 570

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Geode Capital Management
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Marshall Wace
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VAG
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LPL Financial
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RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Vermillion & White Wealth Management Group's SRFM Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Surf Air Mobility (SRFM) in Q1 2026, closing a stake of 40 shares — an estimated $77 sold.

Vermillion & White Wealth Management Group first reported a position in SRFM in Q4 2025 and held it in 1 quarter. The position peaked at $77 in Q4 2025. 69 funds tracked by Wall St. Rank hold SRFM as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining Surf Air Mobility position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 40 Surf Air Mobility shares in Q1 2026, an estimated $77.
  • Vermillion & White Wealth Management Group first reported a position in Surf Air Mobility in Q4 2025 and held it in 1 quarter.
  • Vermillion & White Wealth Management Group's Surf Air Mobility position peaked at $77 in Q4 2025.
  • 69 funds tracked by Wall St. Rank held Surf Air Mobility as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.