Raymond James Financial
SERV icon

Raymond James Financial’s Serve Robotics SERV Stock Holding History

Raymond James 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
Q2 		$272K Sell
41,341
-157,275
-79% -$1.31M ﹤0.01% 4872
2026
Q1 		$1.68M Sell
198,616
-143,155
-42% -$1.55M ﹤0.01% 3482
2025
Q4 		$3.55M Buy
341,771
+28,969
+9% +$348K ﹤0.01% 2797
2025
Q3 		$3.64M Buy
312,802
+30,496
+11% +$334K ﹤0.01% 2706
2025
Q2 		$3.23M Buy
282,306
+182,402
+183% +$1.6M ﹤0.01% 2701
2025
Q1 		$574K Sell
99,904
-46,588
-32% -$611K ﹤0.01% 3852
2024
Q4 		$1.98M Buy
+146,492
New +$1.54M ﹤0.01% 2983

Other funds holding SERV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Raymond James Financial's SERV Position: Q2 2026 in Review

Raymond James Financial reduced its Serve Robotics (SERV) stake by 79% in Q2 2026, selling an estimated $1.31M and leaving 41,341 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #4872.

Raymond James Financial first reported a position in SERV in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.64M in Q3 2025. 195 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • Raymond James Financial held 41,341 shares of Serve Robotics worth $272K as of Q2 2026.
  • Raymond James Financial sold 157,275 Serve Robotics shares in Q2 2026, an estimated $1.31M.
  • Serve Robotics made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4872 holding.
  • Raymond James Financial first reported a position in Serve Robotics in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Serve Robotics position peaked at $3.64M in Q3 2025.
  • 195 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.