Allworth Financial
SERV icon

Allworth Financial’s Serve Robotics SERV Stock Holding History

Allworth Financial’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
Q2 		$25.9K Buy
3,942
+689
+21% +$5.75K ﹤0.01% 2984
2026
Q1 		$27.5K Sell
3,253
-138
-4% -$1.49K ﹤0.01% 2766
2025
Q4 		$35.2K Sell
3,391
-626
-16% -$7.52K ﹤0.01% 2434
2025
Q3 		$46.7K Buy
4,017
+117
+3% +$1.28K ﹤0.01% 2138
2025
Q2 		$44.6K Buy
3,900
+2,964
+317% +$26K ﹤0.01% 2016
2025
Q1 		$6.23K Buy
936
+36
+4% +$472 ﹤0.01% 2644
2024
Q4 		$16.1K Buy
+900
New +$9.45K ﹤0.01% 2224

Other funds holding SERV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Allworth Financial's SERV Position: Q2 2026 in Review

Allworth Financial increased its Serve Robotics (SERV) stake by 21% in Q2 2026, buying an estimated $5.75K and bringing the position to 3,942 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2984.

Allworth Financial first reported a position in SERV in Q4 2024 and has held it in 7 quarters since. The position peaked at $46.7K in Q3 2025. 195 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • Allworth Financial held 3,942 shares of Serve Robotics worth $25.9K as of Q2 2026.
  • Allworth Financial bought 689 Serve Robotics shares in Q2 2026, an estimated $5.75K.
  • Serve Robotics made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2984 holding.
  • Allworth Financial first reported a position in Serve Robotics in Q4 2024 and has held it in 7 quarters since.
  • Allworth Financial's Serve Robotics position peaked at $46.7K in Q3 2025.
  • 195 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.