CSB
SERV

City State Bank’s Serve Robotics SERV Stock Holding History

City State Bank’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 		$658 Hold
100
– – ﹤0.01% 766
2026
Q1 		$844 Hold
100
– – ﹤0.01% 737
2025
Q4 		$1.04K Hold
100
– – ﹤0.01% 709
2025
Q3 		$1.16K Hold
100
– – ﹤0.01% 691
2025
Q2 		$1.14K Buy
100
+30
+43% +$264 ﹤0.01% 695
2025
Q1 		$403 Buy
+70
New +$918 ﹤0.01% 719

Other funds holding SERV

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TMC
Themes Management Co Greenwich, Connecticut $151M AUM
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AA
AlphaCentric Advisors San Juan, Puerto Rico $118M AUM
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
CCM
Capstone Capital Management Hong Kong $224M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

City State Bank's SERV Position: Q2 2026 in Review

City State Bank held its Serve Robotics (SERV) position steady in Q2 2026 at 100 shares worth $658. The position accounts for ﹤0.01% of the portfolio, ranked #766.

City State Bank first reported a position in SERV in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.16K in Q3 2025. 46 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • City State Bank held 100 shares of Serve Robotics worth $658 as of Q2 2026.
  • City State Bank left its Serve Robotics share count unchanged in Q2 2026.
  • Serve Robotics made up ﹤0.01% of City State Bank's portfolio in Q2 2026, its #766 holding.
  • City State Bank first reported a position in Serve Robotics in Q1 2025 and has held it in 6 quarters since.
  • City State Bank's Serve Robotics position peaked at $1.16K in Q3 2025.
  • 46 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.