RIL
SERV

Rothschild Investment LLC’s Serve Robotics SERV Stock Holding History

Rothschild Investment LLC’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
-70
Closed -$591 – 3725
2026
Q1 		$591 Sell
70
-36
-34% -$389 ﹤0.01% 3066
2025
Q4 		$1.1K Buy
106
+26
+33% +$312 ﹤0.01% 2644
2025
Q3 		$930 Buy
+80
New +$877 ﹤0.01% 2611

Other funds holding SERV

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
TMC
Themes Management Co Greenwich, Connecticut $151M AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $423M AUM 67.01% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AA
AlphaCentric Advisors San Juan, Puerto Rico $118M AUM

Rothschild Investment LLC's SERV Position: Q2 2026 in Review

Rothschild Investment LLC sold out of Serve Robotics (SERV) in Q2 2026, closing a stake of 70 shares — an estimated $591 sold.

Rothschild Investment LLC first reported a position in SERV in Q3 2025 and held it in 3 quarters. The position peaked at $1.1K in Q4 2025. 72 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • Rothschild Investment LLC reported no remaining Serve Robotics position as of Q2 2026 after selling out during the quarter.
  • Rothschild Investment LLC sold 70 Serve Robotics shares in Q2 2026, an estimated $591.
  • Rothschild Investment LLC first reported a position in Serve Robotics in Q3 2025 and held it in 3 quarters.
  • Rothschild Investment LLC's Serve Robotics position peaked at $1.1K in Q4 2025.
  • 72 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.