AFG
SERV

Atomi Financial Group’s Serve Robotics SERV Stock Holding History

Atomi Financial Group’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
2025
Q3 		– Sell
-15,474
Closed -$177K – 1249
2025
Q2 		$177K Hold
15,474
– – 0.01% 1058
2025
Q1 		$89K Hold
15,474
– – ﹤0.01% 1020
2024
Q4 		$209K Buy
+15,474
New +$163K 0.01% 899

Other funds holding SERV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
U
Uber San Francisco, California $3.6B AUM 19.81% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Atomi Financial Group's SERV Position: Q3 2025 in Review

Atomi Financial Group sold out of Serve Robotics (SERV) in Q3 2025, closing a stake of 15,474 shares — an estimated $177K sold.

Atomi Financial Group first reported a position in SERV in Q4 2024 and held it in 3 quarters. The position peaked at $209K in Q4 2024. 149 funds tracked by Wall St. Rank hold SERV as of Q3 2025.

  • Atomi Financial Group reported no remaining Serve Robotics position as of Q3 2025 after selling out during the quarter.
  • Atomi Financial Group sold 15,474 Serve Robotics shares in Q3 2025, an estimated $177K.
  • Atomi Financial Group first reported a position in Serve Robotics in Q4 2024 and held it in 3 quarters.
  • Atomi Financial Group's Serve Robotics position peaked at $209K in Q4 2024.
  • 149 funds tracked by Wall St. Rank held Serve Robotics as of Q3 2025.

Based on Atomi Financial Group's 13F filing for Q3 2025, filed 10 Nov 2025.