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West Oak Capital’s Surf Air Mobility SRFM Stock Holding History

West Oak Capital’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
2025
Q3 		$37 Sell
857
-26
-3% -$122 ﹤0.01% 236
2025
Q2 		$37 Hold
883
– – ﹤0.01% 265
2025
Q1 		$28 Hold
883
– – ﹤0.01% 268
2024
Q4 		$55K Buy
883
+26
+3% +$72 ﹤0.01% 257
2024
Q3 		$11 Hold
857
– – ﹤0.01% 282
2024
Q2 		$2.31K Buy
+857
New +$2.75K ﹤0.01% 290

Other funds holding SRFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

West Oak Capital's SRFM Position: Q3 2025 in Review

West Oak Capital reduced its Surf Air Mobility (SRFM) stake by 2.9% in Q3 2025, selling an estimated $122 and leaving 857 shares worth $37. The position accounts for ﹤0.01% of the portfolio, ranked #236.

West Oak Capital first reported a position in SRFM in Q2 2024 and has held it in 6 quarters since. The position peaked at $55K in Q4 2024. 58 funds tracked by Wall St. Rank hold SRFM as of Q3 2025.

  • West Oak Capital held 857 shares of Surf Air Mobility worth $37 as of Q3 2025.
  • West Oak Capital sold 26 Surf Air Mobility shares in Q3 2025, an estimated $122.
  • Surf Air Mobility made up ﹤0.01% of West Oak Capital's portfolio in Q3 2025, its #236 holding.
  • West Oak Capital first reported a position in Surf Air Mobility in Q2 2024 and has held it in 6 quarters since.
  • West Oak Capital's Surf Air Mobility position peaked at $55K in Q4 2024.
  • 58 funds tracked by Wall St. Rank held Surf Air Mobility as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.