Riggs Asset Management’s Serina Therapeutics SER Stock Holding History

Riggs Asset Management’s Portfolio SER Stock Details SER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-24	Closed	-$148	–	909
2025 Q2	$148	Hold	24	–	–	﹤0.01%	900
2025 Q1	$137	Hold	24	–	–	﹤0.01%	625
2024 Q4	$121	Hold	24	–	–	﹤0.01%	634
2024 Q3	$161	Hold	24	–	–	﹤0.01%	624
2024 Q2	$230	Hold	24	–	–	﹤0.01%	628
2024 Q1	$324	Sell	24 -3	-11%	-$42	﹤0.01%	606
2023 Q4	$370	Sell	27 -3	-10%	-$55	﹤0.01%	396
2023 Q3	$721	Hold	30	–	–	﹤0.01%	378
2023 Q2	$947	Hold	30	–	–	﹤0.01%	348
2023 Q1	$703	Hold	30	–	–	﹤0.01%	332
2022 Q4	$585	Hold	30	–	–	﹤0.01%	305
2022 Q3	$1K	Hold	30	–	–	﹤0.01%	317
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	294
2022 Q1	$1K	Sell	30 -3	-9%	-$85	﹤0.01%	310
2021 Q4	$1K	Hold	33	–	–	﹤0.01%	315
2021 Q3	$1K	Hold	33	–	–	﹤0.01%	311
2021 Q2	$2K	Hold	33	–	–	﹤0.01%	299
2021 Q1	$2K	Hold	33	–	–	﹤0.01%	270
2020 Q4	$2K	Hold	33	–	–	﹤0.01%	257
2020 Q3	$0	Hold	33	–	–	﹤0.01%	285
2020 Q2	$1K	Hold	33	–	–	﹤0.01%	243
2020 Q1	$1K	Hold	33	–	–	﹤0.01%	246
2019 Q4	$2K	Hold	33	–	–	﹤0.01%	271
2019 Q3	$2K	Hold	33	–	–	﹤0.01%	230
2019 Q2	$4K	Hold	33	–	–	﹤0.01%	222
2019 Q1	$4K	Hold	33	–	–	﹤0.01%	210
2018 Q4	$3K	Buy	+33	New	+$4.2K	﹤0.01%	208

Other funds holding SER

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Riggs Asset Management's SER Position: Q3 2025 in Review

Riggs Asset Management sold out of Serina Therapeutics (SER) in Q3 2025, closing a stake of 24 shares — an estimated $148 sold.

Riggs Asset Management first reported a position in SER in Q4 2018 and held it in 27 quarters. The position peaked at $4K in Q2 2019. 25 funds tracked by Wall St. Rank hold SER as of Q3 2025.

Riggs Asset Management reported no remaining Serina Therapeutics position as of Q3 2025 after selling out during the quarter.
Riggs Asset Management sold 24 Serina Therapeutics shares in Q3 2025, an estimated $148.
Riggs Asset Management first reported a position in Serina Therapeutics in Q4 2018 and held it in 27 quarters.
Riggs Asset Management's Serina Therapeutics position peaked at $4K in Q2 2019.
25 funds tracked by Wall St. Rank held Serina Therapeutics as of Q3 2025.

Based on Riggs Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.