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
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 		$17.3K 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Larson Financial Group's SERV Position: Q2 2026 in Review

Larson Financial Group sold out of Serve Robotics (SERV) in Q2 2026, closing a stake of 25 shares — an estimated $211 sold.

Larson Financial Group first reported a position in SERV in Q3 2024 and held it in 7 quarters. The position peaked at $44.5K in Q4 2024. 195 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • Larson Financial Group reported no remaining Serve Robotics position as of Q2 2026 after selling out during the quarter.
  • Larson Financial Group sold 25 Serve Robotics shares in Q2 2026, an estimated $211.
  • Larson Financial Group first reported a position in Serve Robotics in Q3 2024 and held it in 7 quarters.
  • Larson Financial Group's Serve Robotics position peaked at $44.5K in Q4 2024.
  • 195 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.