Advisory Services Network’s Serina Therapeutics SER Stock Holding History

Advisory Services Network’s Portfolio SER Stock Details SER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-14	Closed	-$27	–	4728
2026 Q1	$27	Buy	+14	New	+$31	﹤0.01%	4800
2025 Q4	–	Sell	-14	Closed	-$75	–	4347
2025 Q3	$75	Buy	+14	New	+$75	﹤0.01%	4414
2024 Q1	–	Sell	-14	Closed	-$193	–	3729
2023 Q4	$193	Buy	+14	New	+$258	﹤0.01%	3733
2023 Q2	–	Sell	-16	Closed	-$365	–	3729
2023 Q1	$365	Hold	16	–	–	﹤0.01%	3782
2022 Q4	$304	Buy	+16	New	+$337	﹤0.01%	3812

Other funds holding SER

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CIAM

Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisory Services Network's SER Position: Q2 2026 in Review

Advisory Services Network sold out of Serina Therapeutics (SER) in Q2 2026, closing a stake of 14 shares — an estimated $27 sold.

Advisory Services Network first reported a position in SER in Q4 2022 and held it in 5 quarters. The position peaked at $365 in Q1 2023. 21 funds tracked by Wall St. Rank hold SER as of Q2 2026.

Advisory Services Network reported no remaining Serina Therapeutics position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 14 Serina Therapeutics shares in Q2 2026, an estimated $27.
Advisory Services Network first reported a position in Serina Therapeutics in Q4 2022 and held it in 5 quarters.
Advisory Services Network's Serina Therapeutics position peaked at $365 in Q1 2023.
21 funds tracked by Wall St. Rank held Serina Therapeutics as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.