IFG
SERV

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Independent Financial Group's SERV Position: Q2 2026 in Review

Independent Financial Group opened a new position in Serve Robotics (SERV) in Q2 2026: 17,287 shares worth $114K. The stake represents ﹤0.01% of the portfolio and ranks #1514 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in SERV as recently as Q3 2025.

Independent Financial Group first reported a position in SERV in Q3 2025 and has held it in 2 quarters since. The position peaked at $149K in Q3 2025. 194 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • Independent Financial Group held 17,287 shares of Serve Robotics worth $114K as of Q2 2026.
  • Serve Robotics was a new Independent Financial Group position in Q2 2026.
  • Serve Robotics made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1514 holding.
  • Independent Financial Group first reported a position in Serve Robotics in Q3 2025 and has held it in 2 quarters since.
  • Independent Financial Group's Serve Robotics position peaked at $149K in Q3 2025.
  • 194 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.