Independent Financial Group
SERV icon

Independent Financial Group’s Serve Robotics SERV Stock Holding History

Independent Financial Group’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 		$73.4K Sell
15,792
-1,495
-9% -$7.5K ﹤0.01% 1562
2026
Q2 		$114K Buy
+17,287
New +$144K ﹤0.01% 1514
2025
Q4 		– Sell
-12,833
Closed -$149K – 1497
2025
Q3 		$149K Buy
+12,833
New +$141K ﹤0.01% 1315

Other funds holding SERV

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
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

Independent Financial Group's SERV Position: Q3 2026 in Review

Independent Financial Group reduced its Serve Robotics (SERV) stake by 8.6% in Q3 2026, selling an estimated $7.5K and leaving 15,792 shares worth $73.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1562.

Independent Financial Group first reported a position in SERV in Q3 2025 and has held it in 3 quarters since. The position peaked at $149K in Q3 2025. 8 funds tracked by Wall St. Rank hold SERV as of Q3 2026.

  • Independent Financial Group held 15,792 shares of Serve Robotics worth $73.4K as of Q3 2026.
  • Independent Financial Group sold 1,495 Serve Robotics shares in Q3 2026, an estimated $7.5K.
  • Serve Robotics made up ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1562 holding.
  • Independent Financial Group first reported a position in Serve Robotics in Q3 2025 and has held it in 3 quarters since.
  • Independent Financial Group's Serve Robotics position peaked at $149K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Serve Robotics as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.