VisionPoint Advisory Group
SRFM icon

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
Q3 		$389K Hold
324,331
– – 0.06% 289
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

PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $145M AUM 16.02% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

VisionPoint Advisory Group's SRFM Position: Q3 2026 in Review

VisionPoint Advisory Group held its Surf Air Mobility (SRFM) position steady in Q3 2026 at 324,331 shares worth $389K. The position accounts for 0.06% of the portfolio, ranked #289.

VisionPoint Advisory Group first reported a position in SRFM in Q1 2026 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold SRFM as of Q3 2026.

  • VisionPoint Advisory Group held 324,331 shares of Surf Air Mobility worth $389K as of Q3 2026.
  • VisionPoint Advisory Group left its Surf Air Mobility share count unchanged in Q3 2026.
  • Surf Air Mobility made up 0.06% of VisionPoint Advisory Group's portfolio in Q3 2026, its #289 holding.
  • VisionPoint Advisory Group first reported a position in Surf Air Mobility in Q1 2026 and has held it in 3 quarters since.
  • 7 funds tracked by Wall St. Rank held Surf Air Mobility as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.