Albion Financial Group’s Serina Therapeutics SER Stock Holding History

Albion Financial Group’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	$16	Hold	8	–	–	﹤0.01%	643
2026 Q1	$16	Hold	8	–	–	﹤0.01%	730
2025 Q4	$16	Hold	8	–	–	﹤0.01%	645
2025 Q3	$43	Hold	8	–	–	﹤0.01%	644
2025 Q2	$50	Hold	8	–	–	﹤0.01%	579
2025 Q1	$46	Hold	8	–	–	﹤0.01%	600
2024 Q4	$41	Hold	8	–	–	﹤0.01%	676
2024 Q3	$54	Hold	8	–	–	﹤0.01%	501
2024 Q2	$77	Hold	8	–	–	﹤0.01%	502
2024 Q1	$108	Sell	8 -1	-11%	-$14	﹤0.01%	490
2023 Q4	$118	Hold	9	–	–	﹤0.01%	465
2023 Q3	$207	Hold	9	–	–	﹤0.01%	460
2023 Q2	$272	Hold	9	–	–	﹤0.01%	450
2023 Q1	$202	Hold	9	–	–	﹤0.01%	431
2022 Q4	$168	Hold	9	–	–	﹤0.01%	471
2022 Q3	$0	Hold	9	–	–	﹤0.01%	584
2022 Q2	$0	Hold	9	–	–	﹤0.01%	639
2022 Q1	$0	Hold	9	–	–	﹤0.01%	680
2021 Q4	$0	Hold	9	–	–	﹤0.01%	702
2021 Q3	$0	Hold	9	–	–	﹤0.01%	553
2021 Q2	$0	Buy	+9	New	+$451	﹤0.01%	534
2020 Q4	$0	Buy	+9	New	+$519	﹤0.01%	507

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

Albion Financial Group's SER Position: Q2 2026 in Review

Albion Financial Group held its Serina Therapeutics (SER) position steady in Q2 2026 at 8 shares worth $16. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Albion Financial Group first reported a position in SER in Q4 2020 and has held it in 22 quarters since. The position peaked at $272 in Q2 2023. 21 funds tracked by Wall St. Rank hold SER as of Q2 2026.

Albion Financial Group held 8 shares of Serina Therapeutics worth $16 as of Q2 2026.
Albion Financial Group left its Serina Therapeutics share count unchanged in Q2 2026.
Serina Therapeutics made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #643 holding.
Albion Financial Group first reported a position in Serina Therapeutics in Q4 2020 and has held it in 22 quarters since.
Albion Financial Group's Serina Therapeutics position peaked at $272 in Q2 2023.
21 funds tracked by Wall St. Rank held Serina Therapeutics as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.