RFP
SERV

Root Financial Partners’s Serve Robotics SERV Stock Holding History

Root Financial Partners’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 		– Sell
-86
Closed -$726 – 3302
2026
Q1 		$726 Buy
+86
New +$930 ﹤0.01% 2730

Other funds holding SERV

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TMC
Themes Management Co Greenwich, Connecticut $151M AUM
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AA
AlphaCentric Advisors San Juan, Puerto Rico $118M AUM
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
CCM
Capstone Capital Management Hong Kong $224M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Root Financial Partners's SERV Position: Q2 2026 in Review

Root Financial Partners sold out of Serve Robotics (SERV) in Q2 2026, closing a stake of 86 shares — an estimated $726 sold.

Root Financial Partners first reported a position in SERV in Q1 2026 and held it in 1 quarter. The position peaked at $726 in Q1 2026. 47 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • Root Financial Partners reported no remaining Serve Robotics position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 86 Serve Robotics shares in Q2 2026, an estimated $726.
  • Root Financial Partners first reported a position in Serve Robotics in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Serve Robotics position peaked at $726 in Q1 2026.
  • 47 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.