Larson Financial Group
SERV icon

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
Q3 		$7.19K Buy
+1,547
New +$7.76K ﹤0.01% 2683
2026
Q2 		– Sell
-25
Closed -$211 – 3948
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 		$17.2K Sell
3,000
-300
-9% -$3.94K ﹤0.01% 1421
2024
Q4 		$44.6K Hold
3,300
– – ﹤0.01% 937
2024
Q3 		$26.2K Buy
+3,300
New +$28.5K ﹤0.01% 1110

Other funds holding SERV

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Themes Management Co
Themes Management Co Greenwich, Connecticut $152M AUM 42.75% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
White Pine Capital
White Pine Capital Bloomington, Minnesota $419M AUM 48.71% 1-Year Est. Return

Larson Financial Group's SERV Position: Q3 2026 in Review

Larson Financial Group opened a new position in Serve Robotics (SERV) in Q3 2026: 1,547 shares worth $7.19K. The stake represents ﹤0.01% of the portfolio and ranks #2683 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in SERV as recently as Q1 2026.

Larson Financial Group first reported a position in SERV in Q3 2024 and has held it in 8 quarters since. The position peaked at $44.6K in Q4 2024. 75 funds tracked by Wall St. Rank hold SERV as of Q3 2026.

  • Larson Financial Group held 1,547 shares of Serve Robotics worth $7.19K as of Q3 2026.
  • Serve Robotics was a new Larson Financial Group position in Q3 2026.
  • Serve Robotics made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2683 holding.
  • Larson Financial Group first reported a position in Serve Robotics in Q3 2024 and has held it in 8 quarters since.
  • Larson Financial Group's Serve Robotics position peaked at $44.6K in Q4 2024.
  • 75 funds tracked by Wall St. Rank held Serve Robotics as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.