KFP
SERV

Kerr Financial Planning’s Serve Robotics SERV Stock Holding History

Kerr Financial Planning’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
Q1 		– Sell
-500
Closed -$4.61K – 542
2025
Q4 		$4.61K Hold
500
– – 0.01% 423
2025
Q3 		$4.58K Buy
+500
New +$5.48K 0.01% 425

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
U
Uber San Francisco, California $4.51B AUM 1.92% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kerr Financial Planning's SERV Position: Q1 2026 in Review

Kerr Financial Planning sold out of Serve Robotics (SERV) in Q1 2026, closing a stake of 500 shares — an estimated $4.61K sold.

Kerr Financial Planning first reported a position in SERV in Q3 2025 and held it in 2 quarters. The position peaked at $4.61K in Q4 2025. 198 funds tracked by Wall St. Rank hold SERV as of Q1 2026.

  • Kerr Financial Planning reported no remaining Serve Robotics position as of Q1 2026 after selling out during the quarter.
  • Kerr Financial Planning sold 500 Serve Robotics shares in Q1 2026, an estimated $4.61K.
  • Kerr Financial Planning first reported a position in Serve Robotics in Q3 2025 and held it in 2 quarters.
  • Kerr Financial Planning's Serve Robotics position peaked at $4.61K in Q4 2025.
  • 198 funds tracked by Wall St. Rank held Serve Robotics as of Q1 2026.

Based on Kerr Financial Planning's 13F filing for Q1 2026, filed 29 Apr 2026.