PFG Investments’s Serve Robotics SERV Stock Holding History

PFG Investments’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	$457K	Buy	69,521 +9,450	+16%	+$78.9K	0.02%	718
2026 Q1	$507K	Buy	60,071 +9,305	+18%	+$101K	0.02%	595
2025 Q4	$527K	Buy	50,766 +6,775	+15%	+$81.4K	0.02%	559
2025 Q3	$512K	Buy	43,991 +10,300	+31%	+$113K	0.03%	543
2025 Q2	$385K	Sell	33,691 -2,807	-8%	-$24.7K	0.02%	615
2025 Q1	$210K	Buy	36,498 +4,000	+12%	+$52.5K	0.01%	859
2024 Q4	$439K	Sell	32,498 -14,000	-30%	-$147K	0.03%	546
2024 Q3	$370K	Sell	46,498 -9,910	-18%	-$85.5K	0.02%	610
2024 Q2	$110K	Buy	+56,408	New	+$152K	0.01%	871

Other funds holding SERV

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

PFG Investments's SERV Position: Q2 2026 in Review

PFG Investments increased its Serve Robotics (SERV) stake by 16% in Q2 2026, buying an estimated $78.9K and bringing the position to 69,521 shares worth $457K. The position accounts for 0.02% of the portfolio, ranked #718.

PFG Investments first reported a position in SERV in Q2 2024 and has held it in 9 quarters since. The position peaked at $527K in Q4 2025. 195 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

PFG Investments held 69,521 shares of Serve Robotics worth $457K as of Q2 2026.
PFG Investments bought 9,450 Serve Robotics shares in Q2 2026, an estimated $78.9K.
Serve Robotics made up 0.02% of PFG Investments's portfolio in Q2 2026, its #718 holding.
PFG Investments first reported a position in Serve Robotics in Q2 2024 and has held it in 9 quarters since.
PFG Investments's Serve Robotics position peaked at $527K in Q4 2025.
195 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.