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Ballentine Partners’s Sera Prognostics SERA Stock Holding History

Ballentine Partners’s Portfolio SERA Stock Details SERA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$90.4K Hold
49,664
– – ﹤0.01% 1058
2026
Q1 		$101K Hold
49,664
– – ﹤0.01% 984
2025
Q4 		$147K Hold
49,664
– – ﹤0.01% 949
2025
Q3 		$152K Hold
49,664
– – ﹤0.01% 951
2025
Q2 		$138K Hold
49,664
– – ﹤0.01% 917
2025
Q1 		$183K Hold
49,664
– – ﹤0.01% 818
2024
Q4 		$404K Hold
49,664
– – 0.01% 493
2024
Q3 		$387K Hold
49,664
– – 0.01% 496
2024
Q2 		$294K Buy
+49,664
New +$444K 0.01% 569

Other funds holding SERA

BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.1B AUM 799.93% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Ballentine Partners's SERA Position: Q2 2026 in Review

Ballentine Partners held its Sera Prognostics (SERA) position steady in Q2 2026 at 49,664 shares worth $90.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

Ballentine Partners first reported a position in SERA in Q2 2024 and has held it in 9 quarters since. The position peaked at $404K in Q4 2024. 46 funds tracked by Wall St. Rank hold SERA as of Q2 2026.

  • Ballentine Partners held 49,664 shares of Sera Prognostics worth $90.4K as of Q2 2026.
  • Ballentine Partners left its Sera Prognostics share count unchanged in Q2 2026.
  • Sera Prognostics made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #1058 holding.
  • Ballentine Partners first reported a position in Sera Prognostics in Q2 2024 and has held it in 9 quarters since.
  • Ballentine Partners's Sera Prognostics position peaked at $404K in Q4 2024.
  • 46 funds tracked by Wall St. Rank held Sera Prognostics as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.