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
2025
Q2 		– Sell
-11,300
Closed -$65K – 8715
2025
Q1 		$65K Buy
+11,300
New +$148K ﹤0.01% 6665
2024
Q4 		– Sell
-75,000
Closed -$596K – 8470
2024
Q3 		$596K Buy
+75,000
New +$647K ﹤0.01% 5380

Other funds holding SERV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
U
Uber San Francisco, California $4.51B AUM 1.92% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
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.