PF
SERV

Phoenix Financial’s Serve Robotics SERV Stock Holding History

Phoenix Financial’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 		$143K Hold
17,000
– – ﹤0.01% 474
2025
Q4 		$172K Hold
17,000
– – ﹤0.01% 447
2025
Q3 		$198K Buy
17,000
+2,000
+13% +$21.9K ﹤0.01% 442
2025
Q2 		$171K Hold
15,000
– – ﹤0.01% 411
2025
Q1 		$86.7K Buy
+15,000
New +$197K ﹤0.01% 363

Other funds holding SERV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
U
Uber San Francisco, California $4.51B AUM 1.92% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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 $3.37T AUM 44.26% 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

Phoenix Financial's SERV Position: Q1 2026 in Review

Phoenix Financial held its Serve Robotics (SERV) position steady in Q1 2026 at 17,000 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Phoenix Financial first reported a position in SERV in Q1 2025 and has held it in 5 quarters since. The position peaked at $198K in Q3 2025. 197 funds tracked by Wall St. Rank hold SERV as of Q1 2026.

  • Phoenix Financial held 17,000 shares of Serve Robotics worth $143K as of Q1 2026.
  • Phoenix Financial left its Serve Robotics share count unchanged in Q1 2026.
  • Serve Robotics made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #474 holding.
  • Phoenix Financial first reported a position in Serve Robotics in Q1 2025 and has held it in 5 quarters since.
  • Phoenix Financial's Serve Robotics position peaked at $198K in Q3 2025.
  • 197 funds tracked by Wall St. Rank held Serve Robotics as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.