Jones Financial Companies
SERV

Jones Financial Companies’s Serve Robotics SERV Stock Holding History

Jones Financial Companies’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 		$206K Buy
34,246
+7,900
+30% +$66K ﹤0.01% 2574
2026
Q1 		$219K Buy
26,346
+9,642
+58% +$104K ﹤0.01% 2370
2025
Q4 		$173K Buy
16,704
+10,072
+152% +$121K ﹤0.01% 1968
2025
Q3 		$77.5K Buy
6,632
+3,579
+117% +$39.2K ﹤0.01% 2181
2025
Q2 		$34.9K Buy
3,053
+467
+18% +$4.1K ﹤0.01% 2364
2025
Q1 		$16.3K Buy
2,586
+1,086
+72% +$14.2K ﹤0.01% 2506
2024
Q4 		$20.3K Buy
1,500
+725
+94% +$7.61K ﹤0.01% 2258
2024
Q3 		$6.65K Buy
+775
New +$6.69K ﹤0.01% 2368

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

Jones Financial Companies's SERV Position: Q2 2026 in Review

Jones Financial Companies increased its Serve Robotics (SERV) stake by 30% in Q2 2026, buying an estimated $66K and bringing the position to 34,246 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #2574.

Jones Financial Companies first reported a position in SERV in Q3 2024 and has held it in 8 quarters since. The position peaked at $219K in Q1 2026. 195 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • Jones Financial Companies held 34,246 shares of Serve Robotics worth $206K as of Q2 2026.
  • Jones Financial Companies bought 7,900 Serve Robotics shares in Q2 2026, an estimated $66K.
  • Serve Robotics made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2574 holding.
  • Jones Financial Companies first reported a position in Serve Robotics in Q3 2024 and has held it in 8 quarters since.
  • Jones Financial Companies's Serve Robotics position peaked at $219K in Q1 2026.
  • 195 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.