FIA
SERV

FNY Investment Advisers’s Serve Robotics SERV Stock Holding History

FNY Investment Advisers’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 		$26K Buy
+4,000
New +$33.4K 0.01% 503
2026
Q1 		– Sell
-200
Closed -$2K – 1154
2025
Q4 		$2K Sell
200
-482
-71% -$5.79K ﹤0.01% 810
2025
Q3 		$7K Buy
+682
New +$7.48K ﹤0.01% 867
2025
Q2 		– Sell
-4,000
Closed -$35.2K – 1216
2025
Q1 		$23K Buy
+4,000
New +$52.5K 0.01% 384
2024
Q3 		– Sell
-25,000
Closed -$48K – 844
2024
Q2 		$48K Buy
+25,000
New +$67.2K 0.03% 250

Other funds holding SERV

HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
VWM
Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return