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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
U
Uber San Francisco, California $3.6B AUM 19.81% 1-Year Est. Return
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

Newbridge Financial Services Group's SERV Position: Q1 2026 in Review

Newbridge Financial Services Group increased its Serve Robotics (SERV) stake by 28% in Q1 2026, buying an estimated $27K and bringing the position to 11,570 shares worth $97.7K. The position accounts for 0.02% of the portfolio, ranked #318.

Newbridge Financial Services Group first reported a position in SERV in Q3 2024 and has held it in 7 quarters since. 197 funds tracked by Wall St. Rank hold SERV as of Q1 2026.

  • Newbridge Financial Services Group held 11,570 shares of Serve Robotics worth $97.7K as of Q1 2026.
  • Newbridge Financial Services Group bought 2,500 Serve Robotics shares in Q1 2026, an estimated $27K.
  • Serve Robotics made up 0.02% of Newbridge Financial Services Group's portfolio in Q1 2026, its #318 holding.
  • Newbridge Financial Services Group first reported a position in Serve Robotics in Q3 2024 and has held it in 7 quarters since.
  • 197 funds tracked by Wall St. Rank held Serve Robotics as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.