VisionPoint Advisory Group’s Surf Air Mobility SRFM Stock Holding History

VisionPoint Advisory 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 Q2	$376K	Sell	324,331 -2,500	-0.8%	-$2.9K	0.06%	309
2026 Q1	$376K	Buy	+326,831	New	+$669K	0.07%	273

Other funds holding SRFM

AFC

Ares Financial Consulting Calabasas, California $139M AUM

HPBT

Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

VisionPoint Advisory Group's SRFM Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its Surf Air Mobility (SRFM) stake by 0.76% in Q2 2026, selling an estimated $2.9K and leaving 324,331 shares worth $376K. The position accounts for 0.06% of the portfolio, ranked #309.

VisionPoint Advisory Group first reported a position in SRFM in Q1 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold SRFM as of Q2 2026.

VisionPoint Advisory Group held 324,331 shares of Surf Air Mobility worth $376K as of Q2 2026.
VisionPoint Advisory Group sold 2,500 Surf Air Mobility shares in Q2 2026, an estimated $2.9K.
Surf Air Mobility made up 0.06% of VisionPoint Advisory Group's portfolio in Q2 2026, its #309 holding.
VisionPoint Advisory Group first reported a position in Surf Air Mobility in Q1 2026 and has held it in 2 quarters since.
5 funds tracked by Wall St. Rank held Surf Air Mobility as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.