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Keel Point’s Serina Therapeutics SER Stock Holding History

Keel Point’s Portfolio SER Stock Details SER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$41.7K Buy
21,508
+3,734
+21% +$8.22K ﹤0.01% 462
2025
Q4 		$34K Hold
17,774
– – ﹤0.01% 536
2025
Q3 		$95.3K Hold
17,774
– – 0.01% 520
2025
Q2 		$109K Hold
17,774
– – 0.01% 502
2025
Q1 		$101K Hold
17,774
– – 0.01% 462
2024
Q4 		$89K Hold
17,774
– – 0.01% 430
2024
Q3 		$119K Buy
+17,774
New +$141K 0.01% 435

Other funds holding SER

SCM
Sio Capital Management New York $697M AUM 79.73% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

Keel Point's SER Position: Q1 2026 in Review

Keel Point increased its Serina Therapeutics (SER) stake by 21% in Q1 2026, buying an estimated $8.22K and bringing the position to 21,508 shares worth $41.7K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Keel Point first reported a position in SER in Q3 2024 and has held it in 7 quarters since. The position peaked at $119K in Q3 2024. 25 funds tracked by Wall St. Rank hold SER as of Q1 2026.

  • Keel Point held 21,508 shares of Serina Therapeutics worth $41.7K as of Q1 2026.
  • Keel Point bought 3,734 Serina Therapeutics shares in Q1 2026, an estimated $8.22K.
  • Serina Therapeutics made up ﹤0.01% of Keel Point's portfolio in Q1 2026, its #462 holding.
  • Keel Point first reported a position in Serina Therapeutics in Q3 2024 and has held it in 7 quarters since.
  • Keel Point's Serina Therapeutics position peaked at $119K in Q3 2024.
  • 25 funds tracked by Wall St. Rank held Serina Therapeutics as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.