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 Q3	$16	Hold	8	–	–	﹤0.01%	785
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

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.26% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Albion Financial Group's SER Position: Q3 2026 in Review

Albion Financial Group held its Serina Therapeutics (SER) position steady in Q3 2026 at 8 shares worth $16. The position accounts for ﹤0.01% of the portfolio, ranked #785.

Albion Financial Group first reported a position in SER in Q4 2020 and has held it in 23 quarters since. The position peaked at $272 in Q2 2023. 20 funds tracked by Wall St. Rank hold SER as of Q3 2026.

Albion Financial Group held 8 shares of Serina Therapeutics worth $16 as of Q3 2026.
Albion Financial Group left its Serina Therapeutics share count unchanged in Q3 2026.
Serina Therapeutics made up ﹤0.01% of Albion Financial Group's portfolio in Q3 2026, its #785 holding.
Albion Financial Group first reported a position in Serina Therapeutics in Q4 2020 and has held it in 23 quarters since.
Albion Financial Group's Serina Therapeutics position peaked at $272 in Q2 2023.
20 funds tracked by Wall St. Rank held Serina Therapeutics as of Q3 2026.

Based on Albion Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.