IFP Advisors
SERV icon

IFP Advisors’s Serve Robotics SERV Stock Holding History

IFP 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 		$9.8K Hold
2,116
– – ﹤0.01% 3407
2026
Q2 		$13.9K Buy
2,116
+2,000
+1,724% +$16.7K ﹤0.01% 3188
2026
Q1 		$979 Sell
116
-29,693
-100% -$321K ﹤0.01% 4222
2025
Q4 		$309K Buy
+29,809
New +$358K 0.01% 1144
2025
Q3 		– Sell
-50
Closed -$572 – 4960
2025
Q2 		$572 Sell
50
-2,850
-98% -$25K ﹤0.01% 4400
2025
Q1 		$16.7K Buy
+2,900
New +$38K ﹤0.01% 2369

Other funds holding SERV

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Themes Management Co
Themes Management Co Greenwich, Connecticut $152M AUM 42.75% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

IFP Advisors's SERV Position: Q3 2026 in Review

IFP Advisors held its Serve Robotics (SERV) position steady in Q3 2026 at 2,116 shares worth $9.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3407.

IFP Advisors first reported a position in SERV in Q1 2025 and has held it in 6 quarters since. The position peaked at $309K in Q4 2025. 86 funds tracked by Wall St. Rank hold SERV as of Q3 2026.

  • IFP Advisors held 2,116 shares of Serve Robotics worth $9.8K as of Q3 2026.
  • IFP Advisors left its Serve Robotics share count unchanged in Q3 2026.
  • Serve Robotics made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3407 holding.
  • IFP Advisors first reported a position in Serve Robotics in Q1 2025 and has held it in 6 quarters since.
  • IFP Advisors's Serve Robotics position peaked at $309K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Serve Robotics as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.