Wells Fargo
SRFM icon

Wells Fargo’s Surf Air Mobility SRFM Stock Holding History

Wells Fargo’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 		$11.7K Buy
10,215
+215
+2% +$440 ﹤0.01% 5934
2025
Q4 		$19.4K Sell
10,000
-1,185
-11% -$3.79K ﹤0.01% 5795
2025
Q3 		$48K Buy
11,185
+1,043
+10% +$4.89K ﹤0.01% 5561
2025
Q2 		$37.4K Buy
10,142
+10,000
+7,042% +$24.9K ﹤0.01% 5604
2025
Q1 		$379 Sell
142
-500
-78% -$2.06K ﹤0.01% 6288
2024
Q4 		$3.46K Buy
642
+500
+352% +$1.39K ﹤0.01% 6120
2024
Q3 		$190 Sell
142
-1
-0.7% -$2 ﹤0.01% 6230
2024
Q2 		$384 Sell
143
-66
-32% -$212 ﹤0.01% 6163
2024
Q1 		$1.23K Buy
209
+5
+2% +$39 ﹤0.01% 6106
2023
Q4 		$2.22K Buy
204
+2
+1% +$16 ﹤0.01% 6089
2023
Q3 		$2.3K Buy
+202
New +$2.4K ﹤0.01% 6076

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 $25B AUM 18.87% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM