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
Q2 		$11.8K Sell
10,185
-30
-0.3% -$35 ﹤0.01% 6036
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

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Wells Fargo's SRFM Position: Q2 2026 in Review

Wells Fargo reduced its Surf Air Mobility (SRFM) stake by 0.29% in Q2 2026, selling an estimated $35 and leaving 10,185 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #6036.

Wells Fargo first reported a position in SRFM in Q3 2023 and has held it in 12 quarters since. The position peaked at $48K in Q3 2025. 71 funds tracked by Wall St. Rank hold SRFM as of Q2 2026.

  • Wells Fargo held 10,185 shares of Surf Air Mobility worth $11.8K as of Q2 2026.
  • Wells Fargo sold 30 Surf Air Mobility shares in Q2 2026, an estimated $35.
  • Surf Air Mobility made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #6036 holding.
  • Wells Fargo first reported a position in Surf Air Mobility in Q3 2023 and has held it in 12 quarters since.
  • Wells Fargo's Surf Air Mobility position peaked at $48K in Q3 2025.
  • 71 funds tracked by Wall St. Rank held Surf Air Mobility as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.