Steward Partners Investment Advisory, LLC
Position in SRFM — Surf Air Mobility Inc.
CIK 1723397
STAMFORD, CT
Position in SRFM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,712
-$2,038 QoQ
Shares Held
3,200
-36.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#47
of 66 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SRFM Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $7,762,382 across 11 Airlines names. SRFM ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
47,493 | $4,448,194 | |
| 2 | UAL |
United Airlines Holdings, Inc.
|
10,797 | $1,468,284 | |
| 3 | CPA |
Copa Holdings, S.A.
|
5,587 | $869,169 | |
| 4 | LUV |
Southwest Airlines Co
|
13,752 | $707,127 | |
| 5 | ALGT |
Allegiant Travel CO
|
700 | $82,320 | |
| 6 | AAL |
American Airlines Group Inc.
|
4,092 | $73,942 | |
| 7 | RYAAY |
Ryanair Holdings PLC
|
752 | $48,692 | |
| 8 | ALK |
Alaska Air Group, Inc.
|
498 | $25,995 |
All Filings in SRFM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,712 | 3,200 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,750 | 5,000 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $9,700 | 5,000 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $15,782 | 3,679 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $13,575 | 3,679 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $9,822 | 3,679 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $19,829 | 3,679 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||