Bank of America’s Serve Robotics SERV Stock Holding History

Bank of America’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 Q1	$1.31M	Buy	154,849 +46,017	+42%	+$498K	﹤0.01%	4370
2025 Q4	$1.13M	Sell	108,832 -260,297	-71%	-$3.13M	﹤0.01%	4450
2025 Q3	$4.29M	Sell	369,129 -32,428	-8%	-$356K	﹤0.01%	4159
2025 Q2	$4.59M	Buy	401,557 +234,558	+140%	+$2.06M	﹤0.01%	3988
2025 Q1	$960K	Buy	166,999 +166,839	+104,274%	+$2.19M	﹤0.01%	5250
2024 Q4	$2.16K	Sell	160 -350,288	-100%	-$3.68M	﹤0.01%	7195
2024 Q3	$2.79M	Buy	350,448 +350,365	+422,127%	+$3.02M	﹤0.01%	4285
2024 Q2	$162	Buy	+83	New	+$223	﹤0.01%	7604

Other funds holding SERV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Uber San Francisco, California $3.6B AUM 19.81% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America's SERV Position: Q1 2026 in Review

Bank of America increased its Serve Robotics (SERV) stake by 42% in Q1 2026, buying an estimated $498K and bringing the position to 154,849 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #4370.

Bank of America first reported a position in SERV in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.59M in Q2 2025. 197 funds tracked by Wall St. Rank hold SERV as of Q1 2026.

Bank of America held 154,849 shares of Serve Robotics worth $1.31M as of Q1 2026.
Bank of America bought 46,017 Serve Robotics shares in Q1 2026, an estimated $498K.
Serve Robotics made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #4370 holding.
Bank of America first reported a position in Serve Robotics in Q2 2024 and has held it in 8 quarters since.
Bank of America's Serve Robotics position peaked at $4.59M in Q2 2025.
197 funds tracked by Wall St. Rank held Serve Robotics as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.