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Avion Wealth’s Serina Therapeutics SER Stock Holding History

Avion Wealth’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 		$0 Buy
+312
New +$586 ﹤0.01% 1800

Other funds holding SER

SCM
Sio Capital Management New York $604M AUM 96.57% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.69B AUM 20.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Avion Wealth's SER Position: Q2 2026 in Review

Avion Wealth opened a new position in Serina Therapeutics (SER) in Q2 2026: 312 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1800 among its holdings.

27 funds tracked by Wall St. Rank hold SER as of Q2 2026.

  • Avion Wealth held 312 shares of Serina Therapeutics worth $0 as of Q2 2026.
  • Serina Therapeutics was a new Avion Wealth position in Q2 2026.
  • Serina Therapeutics made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1800 holding.
  • 27 funds tracked by Wall St. Rank held Serina Therapeutics as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.