Barrett & Company
SERV icon

Barrett & Company’s Serve Robotics SERV Stock Holding History

Barrett & Company’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
Q3 		– Sell
-310
Closed -$2.04K – 723
2026
Q2 		$2.04K Buy
+310
New +$2.59K ﹤0.01% 623

Other funds holding SERV

Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Themes Management Co
Themes Management Co Greenwich, Connecticut $152M AUM 42.75% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Integrity Alliance
Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Barrett & Company's SERV Position: Q3 2026 in Review

Barrett & Company sold out of Serve Robotics (SERV) in Q3 2026, closing a stake of 310 shares — an estimated $2.04K sold.

Barrett & Company first reported a position in SERV in Q2 2026 and held it in 1 quarter. The position peaked at $2.04K in Q2 2026. 36 funds tracked by Wall St. Rank hold SERV as of Q3 2026.

  • Barrett & Company reported no remaining Serve Robotics position as of Q3 2026 after selling out during the quarter.
  • Barrett & Company sold 310 Serve Robotics shares in Q3 2026, an estimated $2.04K.
  • Barrett & Company first reported a position in Serve Robotics in Q2 2026 and held it in 1 quarter.
  • Barrett & Company's Serve Robotics position peaked at $2.04K in Q2 2026.
  • 36 funds tracked by Wall St. Rank held Serve Robotics as of Q3 2026.

Based on Barrett & Company's 13F filing for Q3 2026, filed 22 Oct 2026.