Pacifica Partners’s Serina Therapeutics SER Stock Holding History

Pacifica Partners’s Portfolio SER Stock Details SER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15	Hold	8	–	–	﹤0.01%	423
2026 Q1	$16	Hold	8	–	–	﹤0.01%	450
2025 Q4	$17	Hold	8	–	–	﹤0.01%	434
2025 Q3	$41	Hold	8	–	–	﹤0.01%	495
2025 Q2	$49	Hold	8	–	–	﹤0.01%	520
2025 Q1	$42	Hold	8	–	–	﹤0.01%	510
2024 Q4	$39	Hold	8	–	–	﹤0.01%	478
2024 Q3	$54	Hold	8	–	–	﹤0.01%	500
2024 Q2	$58	Buy	+8	New	+$79	﹤0.01%	528
2024 Q1	–	Sell	-8	Closed	-$99	–	563
2023 Q4	$99	Hold	8	–	–	﹤0.01%	544
2023 Q3	$199	Hold	8	–	–	﹤0.01%	531
2023 Q2	$219	Hold	8	–	–	﹤0.01%	471
2023 Q1	$195	Hold	8	–	–	﹤0.01%	483
2022 Q4	$161	Hold	8	–	–	﹤0.01%	461
2022 Q3	$0	Hold	8	–	–	﹤0.01%	510
2022 Q2	$0	Hold	8	–	–	﹤0.01%	523
2022 Q1	$0	Hold	8	–	–	﹤0.01%	502
2021 Q4	$0	Hold	8	–	–	﹤0.01%	523
2021 Q3	$0	Hold	8	–	–	﹤0.01%	507
2021 Q2	$0	Hold	8	–	–	﹤0.01%	497
2021 Q1	$0	Hold	8	–	–	﹤0.01%	439
2020 Q4	$0	Hold	8	–	–	﹤0.01%	407
2020 Q3	$0	Hold	8	–	–	﹤0.01%	389
2020 Q2	$0	Hold	8	–	–	﹤0.01%	413
2020 Q1	$0	Hold	8	–	–	﹤0.01%	403
2019 Q4	$1K	Buy	+8	New	+$432	﹤0.01%	358

Other funds holding SER

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CIAM

Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pacifica Partners's SER Position: Q2 2026 in Review

Pacifica Partners held its Serina Therapeutics (SER) position steady in Q2 2026 at 8 shares worth $15. The position accounts for ﹤0.01% of the portfolio, ranked #423.

Pacifica Partners first reported a position in SER in Q4 2019 and has held it in 26 quarters since. The position peaked at $1K in Q4 2019. 21 funds tracked by Wall St. Rank hold SER as of Q2 2026.

Pacifica Partners held 8 shares of Serina Therapeutics worth $15 as of Q2 2026.
Pacifica Partners left its Serina Therapeutics share count unchanged in Q2 2026.
Serina Therapeutics made up ﹤0.01% of Pacifica Partners's portfolio in Q2 2026, its #423 holding.
Pacifica Partners first reported a position in Serina Therapeutics in Q4 2019 and has held it in 26 quarters since.
Pacifica Partners's Serina Therapeutics position peaked at $1K in Q4 2019.
21 funds tracked by Wall St. Rank held Serina Therapeutics as of Q2 2026.

Based on Pacifica Partners's 13F filing for Q2 2026, filed 13 Jul 2026.