Farther Finance Advisors
SERV icon

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
Q3 		$10.9K Buy
2,339
+1,039
+80% +$5.21K ﹤0.01% 4565
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

Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's SERV Position: Q3 2026 in Review

Farther Finance Advisors increased its Serve Robotics (SERV) stake by 80% in Q3 2026, buying an estimated $5.21K and bringing the position to 2,339 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4565.

Farther Finance Advisors first reported a position in SERV in Q3 2025 and has held it in 5 quarters since. The position peaked at $27.4K in Q3 2025. 8 funds tracked by Wall St. Rank hold SERV as of Q3 2026.

  • Farther Finance Advisors held 2,339 shares of Serve Robotics worth $10.9K as of Q3 2026.
  • Farther Finance Advisors bought 1,039 Serve Robotics shares in Q3 2026, an estimated $5.21K.
  • Serve Robotics made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4565 holding.
  • Farther Finance Advisors first reported a position in Serve Robotics in Q3 2025 and has held it in 5 quarters since.
  • Farther Finance Advisors's Serve Robotics position peaked at $27.4K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Serve Robotics as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.