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
2025
Q3 		– Sell
-107
Closed -$1K – 1569
2025
Q2 		$1K Buy
+107
New +$940 ﹤0.01% 935

Other funds holding SERV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
TMC
Themes Management Co Greenwich, Connecticut $151M AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

FNY Investment Advisers's SERV Position: Q2 2026 in Review

FNY Investment Advisers opened a new position in Serve Robotics (SERV) in Q2 2026: 4,000 shares worth $26K. The stake represents 0.01% of the portfolio and ranks #503 among its holdings. This is a return to the name: FNY Investment Advisers previously reported a position in SERV as recently as Q4 2025.

FNY Investment Advisers first reported a position in SERV in Q2 2024 and has held it in 5 quarters since. The position peaked at $48K in Q2 2024. 85 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • FNY Investment Advisers held 4,000 shares of Serve Robotics worth $26K as of Q2 2026.
  • Serve Robotics was a new FNY Investment Advisers position in Q2 2026.
  • Serve Robotics made up 0.01% of FNY Investment Advisers's portfolio in Q2 2026, its #503 holding.
  • FNY Investment Advisers first reported a position in Serve Robotics in Q2 2024 and has held it in 5 quarters since.
  • FNY Investment Advisers's Serve Robotics position peaked at $48K in Q2 2024.
  • 85 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on FNY Investment Advisers's 13F filing for Q2 2026, filed 8 Jul 2026.