CFGS
SERV

Concourse Financial Group Securities’s Serve Robotics SERV Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-325
Closed -$5.82K – 2187
2024
Q4 		$5.82K Buy
325
+100
+44% +$1.05K ﹤0.01% 1846
2024
Q3 		$1.79K Buy
+225
New +$1.94K ﹤0.01% 1999

Other funds holding SERV

U
Uber San Francisco, California $3.6B AUM 19.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.1B AUM 20.49% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Concourse Financial Group Securities's SERV Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Serve Robotics (SERV) in Q1 2025, closing a stake of 325 shares — an estimated $5.82K sold.

Concourse Financial Group Securities first reported a position in SERV in Q3 2024 and held it in 2 quarters. The position peaked at $5.82K in Q4 2024. 119 funds tracked by Wall St. Rank hold SERV as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Serve Robotics position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 325 Serve Robotics shares in Q1 2025, an estimated $5.82K.
  • Concourse Financial Group Securities first reported a position in Serve Robotics in Q3 2024 and held it in 2 quarters.
  • Concourse Financial Group Securities's Serve Robotics position peaked at $5.82K in Q4 2024.
  • 119 funds tracked by Wall St. Rank held Serve Robotics as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.