PI
SERV

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
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
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