BL
SERV

BFSG LLC’s Serve Robotics SERV Stock Holding History

BFSG LLC’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 		$15.6K Hold
2,375
– – ﹤0.01% 532
2026
Q1 		$20K Hold
2,375
– – ﹤0.01% 494
2025
Q4 		$24.7K Hold
2,375
– – ﹤0.01% 465
2025
Q3 		$27.6K Hold
2,375
– – ﹤0.01% 450
2025
Q2 		$27.2K Hold
2,375
– – ﹤0.01% 430
2025
Q1 		$13.7K Sell
2,375
-2,375
-50% -$31.2K ﹤0.01% 474
2024
Q4 		$64.1K Hold
4,750
– – 0.01% 360
2024
Q3 		$37.8K Buy
+4,750
New +$41K ﹤0.01% 400

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

BFSG LLC's SERV Position: Q2 2026 in Review

BFSG LLC held its Serve Robotics (SERV) position steady in Q2 2026 at 2,375 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

BFSG LLC first reported a position in SERV in Q3 2024 and has held it in 8 quarters since. The position peaked at $64.1K in Q4 2024. 196 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • BFSG LLC held 2,375 shares of Serve Robotics worth $15.6K as of Q2 2026.
  • BFSG LLC left its Serve Robotics share count unchanged in Q2 2026.
  • Serve Robotics made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #532 holding.
  • BFSG LLC first reported a position in Serve Robotics in Q3 2024 and has held it in 8 quarters since.
  • BFSG LLC's Serve Robotics position peaked at $64.1K in Q4 2024.
  • 196 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.