KAS
SERV

Kestra Advisory Services’s Serve Robotics SERV Stock Holding History

Kestra Advisory Services’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
-3,755
Closed -$39K – 4467
2025
Q4 		$39K Buy
+3,755
New +$45.1K ﹤0.01% 4111
2025
Q3 		– Sell
-10,825
Closed -$124K – 3050
2025
Q2 		$124K Buy
+10,825
New +$95.1K ﹤0.01% 2711

Other funds holding SERV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
U
Uber San Francisco, California $3.6B AUM 19.81% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kestra Advisory Services's SERV Position: Q1 2026 in Review

Kestra Advisory Services sold out of Serve Robotics (SERV) in Q1 2026, closing a stake of 3,755 shares — an estimated $39K sold.

Kestra Advisory Services first reported a position in SERV in Q2 2025 and held it in 2 quarters. The position peaked at $124K in Q2 2025. 197 funds tracked by Wall St. Rank hold SERV as of Q1 2026.

  • Kestra Advisory Services reported no remaining Serve Robotics position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 3,755 Serve Robotics shares in Q1 2026, an estimated $39K.
  • Kestra Advisory Services first reported a position in Serve Robotics in Q2 2025 and held it in 2 quarters.
  • Kestra Advisory Services's Serve Robotics position peaked at $124K in Q2 2025.
  • 197 funds tracked by Wall St. Rank held Serve Robotics as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.