NFSG
SERV

Newbridge Financial Services Group’s Serve Robotics SERV Stock Holding History

Newbridge Financial Services 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 		$40.8K Sell
6,200
-5,370
-46% -$44.8K 0.01% 533
2026
Q1 		$97.7K Buy
11,570
+2,500
+28% +$27K 0.02% 318
2025
Q4 		$94.1K Buy
9,070
+7,900
+675% +$94.9K 0.01% 326
2025
Q3 		$13.6K Buy
1,170
+700
+149% +$7.67K ﹤0.01% 836
2025
Q2 		$5.38K Sell
470
-150
-24% -$1.32K ﹤0.01% 1016
2025
Q1 		$3.56K Buy
620
+370
+148% +$4.85K ﹤0.01% 837
2024
Q4 		$3.38K Hold
250
– – ﹤0.01% 909
2024
Q3 		$1.99K Buy
+250
New +$2.16K ﹤0.01% 564

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

Newbridge Financial Services Group's SERV Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its Serve Robotics (SERV) stake by 46% in Q2 2026, selling an estimated $44.8K and leaving 6,200 shares worth $40.8K. The position accounts for 0.01% of the portfolio, ranked #533.

Newbridge Financial Services Group first reported a position in SERV in Q3 2024 and has held it in 8 quarters since. The position peaked at $97.7K in Q1 2026. 196 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • Newbridge Financial Services Group held 6,200 shares of Serve Robotics worth $40.8K as of Q2 2026.
  • Newbridge Financial Services Group sold 5,370 Serve Robotics shares in Q2 2026, an estimated $44.8K.
  • Serve Robotics made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #533 holding.
  • Newbridge Financial Services Group first reported a position in Serve Robotics in Q3 2024 and has held it in 8 quarters since.
  • Newbridge Financial Services Group's Serve Robotics position peaked at $97.7K in Q1 2026.
  • 196 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

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