ASN
SERV

Advisory Services Network’s Serve Robotics SERV Stock Holding History

Advisory Services Network’s Portfolio SERV Stock Details SERV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$405K Buy
48,030
+924
+2% +$9.99K 0.01% 1403
2025
Q4 		$489K Buy
47,106
+658
+1% +$7.9K 0.01% 1223
2025
Q3 		$540K Buy
46,448
+2,797
+6% +$30.7K 0.01% 1156
2025
Q2 		$445K Buy
+43,651
New +$384K 0.01% 1215

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U
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ETC
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Geode Capital Management
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State Street
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Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return