SBI Securities
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SBI Securities’s Sera Prognostics SERA Stock Holding History

SBI Securities’s Portfolio SERA Stock Details SERA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8 Hold
4
– – ﹤0.01% 4026
2026
Q2 		$7 Sell
4
-3
-43% -$6 ﹤0.01% 3951
2026
Q1 		$14 Hold
7
– – ﹤0.01% 3814
2025
Q4 		$21 Sell
7
-1
-13% -$3 ﹤0.01% 3769
2025
Q3 		$24 Buy
8
+1
+14% +$3 ﹤0.01% 3886
2025
Q2 		$19 Buy
7
+3
+75% +$7 ﹤0.01% 3927
2025
Q1 		$15 Hold
4
– – ﹤0.01% 3906
2024
Q4 		$33 Buy
+4
New +$29 ﹤0.01% 3726

Other funds holding SERA

PR
PSP Research Newtown Square, Pennsylvania $146M AUM 39.94% 1-Year Est. Return
Sanders Morris Harris
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

SBI Securities's SERA Position: Q3 2026 in Review

SBI Securities held its Sera Prognostics (SERA) position steady in Q3 2026 at 4 shares worth $8. The position accounts for ﹤0.01% of the portfolio, ranked #4026.

SBI Securities first reported a position in SERA in Q4 2024 and has held it in 8 quarters since. The position peaked at $33 in Q4 2024. 11 funds tracked by Wall St. Rank hold SERA as of Q3 2026.

  • SBI Securities held 4 shares of Sera Prognostics worth $8 as of Q3 2026.
  • SBI Securities left its Sera Prognostics share count unchanged in Q3 2026.
  • Sera Prognostics made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #4026 holding.
  • SBI Securities first reported a position in Sera Prognostics in Q4 2024 and has held it in 8 quarters since.
  • SBI Securities's Sera Prognostics position peaked at $33 in Q4 2024.
  • 11 funds tracked by Wall St. Rank held Sera Prognostics as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.