MassMutual Private Wealth & Trust
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MassMutual Private Wealth & Trust’s Serve Robotics SERV Stock Holding History

MassMutual Private Wealth & Trust’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 		$321 Buy
+69
New +$346 ﹤0.01% 2279

Other funds holding SERV

Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

MassMutual Private Wealth & Trust's SERV Position: Q3 2026 in Review

MassMutual Private Wealth & Trust opened a new position in Serve Robotics (SERV) in Q3 2026: 69 shares worth $321. The stake represents ﹤0.01% of the portfolio and ranks #2279 among its holdings.

8 funds tracked by Wall St. Rank hold SERV as of Q3 2026.

  • MassMutual Private Wealth & Trust held 69 shares of Serve Robotics worth $321 as of Q3 2026.
  • Serve Robotics was a new MassMutual Private Wealth & Trust position in Q3 2026.
  • Serve Robotics made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #2279 holding.
  • 8 funds tracked by Wall St. Rank held Serve Robotics as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.