Principal Securities
SERV icon

Principal Securities’s Serve Robotics SERV Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-363
Closed -$4.22K – 3598
2025
Q3 		$4.22K Buy
363
+63
+21% +$691 ﹤0.01% 3018
2025
Q2 		$3.43K Sell
300
-950
-76% -$8.35K ﹤0.01% 2979
2025
Q1 		$16.9K Hold
1,250
– – ﹤0.01% 2301
2024
Q4 		$16.9K Hold
1,250
– – ﹤0.01% 2298
2024
Q3 		$9.94K Buy
+1,250
New +$10.8K ﹤0.01% 2446

Other funds holding SERV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Uber
Uber San Francisco, California $4.51B AUM 1.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Principal Securities's SERV Position: Q4 2025 in Review

Principal Securities sold out of Serve Robotics (SERV) in Q4 2025, closing a stake of 363 shares — an estimated $4.22K sold.

Principal Securities first reported a position in SERV in Q3 2024 and held it in 5 quarters. The position peaked at $16.9K in Q1 2025. 186 funds tracked by Wall St. Rank hold SERV as of Q4 2025.

  • Principal Securities reported no remaining Serve Robotics position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 363 Serve Robotics shares in Q4 2025, an estimated $4.22K.
  • Principal Securities first reported a position in Serve Robotics in Q3 2024 and held it in 5 quarters.
  • Principal Securities's Serve Robotics position peaked at $16.9K in Q1 2025.
  • 186 funds tracked by Wall St. Rank held Serve Robotics as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.