Position in SRFM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$101,972
-$650,420 QoQ
Shares Held
88,672
-77.1% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 3.9471309996391195.ToString("F0")%
Shared 0.ToString("F0")%
None 96.05286900036089.ToString("F0")%
Common Shares in SRFM Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Mar 31, 2026Focus Partners Wealth holds $19,850,898 across 7 Airlines names. SRFM ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
163,317 | $10,857,314 | |
| 2 | UAL |
United Airlines Holdings, Inc.
|
66,910 | $6,160,403 | |
| 3 | RYAAY |
Ryanair Holdings PLC
|
17,077 | $987,050 | |
| 4 | ALK |
Alaska Air Group, Inc.
|
20,453 | $752,261 | |
| 5 | LUV |
Southwest Airlines Co
|
19,162 | $719,916 | |
| 6 | CPA |
Copa Holdings, S.A.
|
2,394 | $271,982 | |
| 7 | SRFM |
Surf Air Mobility Inc.
This page
|
88,672 | $101,972 |
All Filings in SRFM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $101,972 | 88,672 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $752,392 | 387,831 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,653,069 | 385,331 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,200,471 | 325,331 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $865,963 | 324,331 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $1,855,944 | 344,331 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $500,351 | 373,397 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||