Sigma Planning Corp
SERV icon

Sigma Planning Corp’s Serve Robotics SERV Stock Holding History

Sigma Planning Corp’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 		$78.1K Buy
11,871
+1,425
+14% +$11.9K ﹤0.01% 1388
2026
Q1 		$88.2K Buy
10,446
+300
+3% +$3.25K ﹤0.01% 1284
2025
Q4 		$105K Buy
+10,146
New +$122K ﹤0.01% 1258

Other funds holding SERV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Sigma Planning Corp's SERV Position: Q2 2026 in Review

Sigma Planning Corp increased its Serve Robotics (SERV) stake by 14% in Q2 2026, buying an estimated $11.9K and bringing the position to 11,871 shares worth $78.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1388.

Sigma Planning Corp first reported a position in SERV in Q4 2025 and has held it in 3 quarters since. The position peaked at $105K in Q4 2025. 195 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • Sigma Planning Corp held 11,871 shares of Serve Robotics worth $78.1K as of Q2 2026.
  • Sigma Planning Corp bought 1,425 Serve Robotics shares in Q2 2026, an estimated $11.9K.
  • Serve Robotics made up ﹤0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1388 holding.
  • Sigma Planning Corp first reported a position in Serve Robotics in Q4 2025 and has held it in 3 quarters since.
  • Sigma Planning Corp's Serve Robotics position peaked at $105K in Q4 2025.
  • 195 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.