IIM
SERV

IFC & Insurance Marketing’s Serve Robotics SERV Stock Holding History

IFC & Insurance Marketing’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
Q1 		– Sell
-350
Closed -$4K – 736
2025
Q4 		$4K Buy
+350
New +$4.2K ﹤0.01% 566

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State Street
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Legal & General Group
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Susquehanna International Group
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IFC & Insurance Marketing's SERV Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Serve Robotics (SERV) in Q1 2026, closing a stake of 350 shares — an estimated $4K sold.

IFC & Insurance Marketing first reported a position in SERV in Q4 2025 and held it in 1 quarter. The position peaked at $4K in Q4 2025. 198 funds tracked by Wall St. Rank hold SERV as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining Serve Robotics position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 350 Serve Robotics shares in Q1 2026, an estimated $4K.
  • IFC & Insurance Marketing first reported a position in Serve Robotics in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's Serve Robotics position peaked at $4K in Q4 2025.
  • 198 funds tracked by Wall St. Rank held Serve Robotics as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.