Bank of America
SERV

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
Q2 		$955K Sell
145,137
-9,712
-6% -$81.1K ﹤0.01% 4633
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
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 $3.37T AUM 44.26% 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
ETC
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

Bank of America's SERV Position: Q2 2026 in Review

Bank of America reduced its Serve Robotics (SERV) stake by 6.3% in Q2 2026, selling an estimated $81.1K and leaving 145,137 shares worth $955K. The position accounts for ﹤0.01% of the portfolio, ranked #4633.

Bank of America first reported a position in SERV in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.59M in Q2 2025. 195 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • Bank of America held 145,137 shares of Serve Robotics worth $955K as of Q2 2026.
  • Bank of America sold 9,712 Serve Robotics shares in Q2 2026, an estimated $81.1K.
  • Serve Robotics made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #4633 holding.
  • Bank of America first reported a position in Serve Robotics in Q2 2024 and has held it in 9 quarters since.
  • Bank of America's Serve Robotics position peaked at $4.59M in Q2 2025.
  • 195 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.