RhumbLine Advisers

RhumbLine Advisers’s Serve Robotics SERV Stock Holding History

RhumbLine Advisers’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	$615K	Buy	72,894 +4,935	+7%	+$53.4K	﹤0.01%	2482
2025 Q4	$705K	Buy	67,959 +2,881	+4%	+$34.6K	﹤0.01%	2430
2025 Q3	$757K	Sell	65,078 -1,946	-3%	-$21.3K	﹤0.01%	2412
2025 Q2	$767K	Buy	+67,024	New	+$589K	﹤0.01%	2384

Other funds holding SERV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Uber San Francisco, California $3.6B AUM 19.81% 1-Year Est. Return

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 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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return