LFG
SERV

Larson Financial Group’s Serve Robotics SERV Stock Holding History

Larson 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
2026
Q1 		$211 Sell
25
-719
-97% -$7.78K ﹤0.01% 3443
2025
Q4 		$7.72K Buy
744
+486
+188% +$5.84K ﹤0.01% 2258
2025
Q3 		$3K Sell
258
-2,742
-91% -$30.1K ﹤0.01% 2543
2025
Q2 		$34.3K Hold
3,000
– – ﹤0.01% 1233
2025
Q1 		$17.3K Sell
3,000
-300
-9% -$3.94K ﹤0.01% 1421
2024
Q4 		$44.5K Hold
3,300
– – ﹤0.01% 937
2024
Q3 		$26.2K Buy
+3,300
New +$28.5K ﹤0.01% 1110

Other funds holding SERV

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
U
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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