FFA
SERV

Farther Finance Advisors’s Serve Robotics SERV Stock Holding History

Farther Finance Advisors’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 		$8.48K Buy
1,300
+79
+6% +$660 ﹤0.01% 4532
2026
Q1 		$10.3K Buy
1,221
+13
+1% +$141 ﹤0.01% 4091
2025
Q4 		$12.5K Sell
1,208
-1,147
-49% -$13.8K ﹤0.01% 3763
2025
Q3 		$27.4K Buy
+2,355
New +$25.8K ﹤0.01% 2831

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
CCM
Capstone Capital Management Hong Kong $224M AUM
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Farther Finance Advisors's SERV Position: Q2 2026 in Review

Farther Finance Advisors increased its Serve Robotics (SERV) stake by 6.5% in Q2 2026, buying an estimated $660 and bringing the position to 1,300 shares worth $8.48K. The position accounts for ﹤0.01% of the portfolio, ranked #4532.

Farther Finance Advisors first reported a position in SERV in Q3 2025 and has held it in 4 quarters since. The position peaked at $27.4K in Q3 2025. 23 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • Farther Finance Advisors held 1,300 shares of Serve Robotics worth $8.48K as of Q2 2026.
  • Farther Finance Advisors bought 79 Serve Robotics shares in Q2 2026, an estimated $660.
  • Serve Robotics made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4532 holding.
  • Farther Finance Advisors first reported a position in Serve Robotics in Q3 2025 and has held it in 4 quarters since.
  • Farther Finance Advisors's Serve Robotics position peaked at $27.4K in Q3 2025.
  • 23 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.