JFG
SERV

Jefferies Financial Group’s Serve Robotics SERV Stock Holding History

Jefferies 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
2025
Q2 		– Sell
-18,178
Closed -$105K – 1894
2025
Q1 		$105K Buy
18,178
+978
+6% +$12.8K ﹤0.01% 1461
2024
Q4 		$232K Buy
17,200
+4,000
+30% +$42K ﹤0.01% 1346
2024
Q3 		$105K Buy
+13,200
New +$114K ﹤0.01% 1289

Other funds holding SERV

U
Uber San Francisco, California $3.6B AUM 19.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Jefferies Financial Group's SERV Position: Q2 2025 in Review

Jefferies Financial Group sold out of Serve Robotics (SERV) in Q2 2025, closing a stake of 18,178 shares — an estimated $105K sold.

Jefferies Financial Group first reported a position in SERV in Q3 2024 and held it in 3 quarters. The position peaked at $232K in Q4 2024. 132 funds tracked by Wall St. Rank hold SERV as of Q2 2025.

  • Jefferies Financial Group reported no remaining Serve Robotics position as of Q2 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 18,178 Serve Robotics shares in Q2 2025, an estimated $105K.
  • Jefferies Financial Group first reported a position in Serve Robotics in Q3 2024 and held it in 3 quarters.
  • Jefferies Financial Group's Serve Robotics position peaked at $232K in Q4 2024.
  • 132 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2025.

Based on Jefferies Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.