Bank of Montreal
SERV

Bank of Montreal’s Serve Robotics SERV Stock Holding History

Bank of Montreal’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
Q3 		– Sell
-10,782
Closed -$123K – 3849
2025
Q2 		$123K Hold
10,782
– – ﹤0.01% 2933
2025
Q1 		$62K Sell
10,782
-9,231
-46% -$121K ﹤0.01% 3027
2024
Q4 		$270K Sell
20,013
-33,632
-63% -$353K ﹤0.01% 2603
2024
Q3 		$460K Buy
+53,645
New +$463K ﹤0.01% 2480

Other funds holding SERV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
U
Uber San Francisco, California $3.6B AUM 19.81% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Bank of Montreal's SERV Position: Q3 2025 in Review

Bank of Montreal sold out of Serve Robotics (SERV) in Q3 2025, closing a stake of 10,782 shares — an estimated $123K sold.

Bank of Montreal first reported a position in SERV in Q3 2024 and held it in 4 quarters. The position peaked at $460K in Q3 2024. 149 funds tracked by Wall St. Rank hold SERV as of Q3 2025.

  • Bank of Montreal reported no remaining Serve Robotics position as of Q3 2025 after selling out during the quarter.
  • Bank of Montreal sold 10,782 Serve Robotics shares in Q3 2025, an estimated $123K.
  • Bank of Montreal first reported a position in Serve Robotics in Q3 2024 and held it in 4 quarters.
  • Bank of Montreal's Serve Robotics position peaked at $460K in Q3 2024.
  • 149 funds tracked by Wall St. Rank held Serve Robotics as of Q3 2025.

Based on Bank of Montreal's 13F filing for Q3 2025, filed 13 Nov 2025.