SI
SERV

Stephens Inc’s Serve Robotics SERV Stock Holding History

Stephens Inc’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
2025
Q1 		– Sell
-10,550
Closed -$142K – 1321
2024
Q4 		$142K Buy
+10,550
New +$111K ﹤0.01% 1192

Other funds holding SERV

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.1B AUM 20.49% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Stephens Inc's SERV Position: Q1 2025 in Review

Stephens Inc sold out of Serve Robotics (SERV) in Q1 2025, closing a stake of 10,550 shares — an estimated $142K sold.

Stephens Inc first reported a position in SERV in Q4 2024 and held it in 1 quarter. The position peaked at $142K in Q4 2024. 119 funds tracked by Wall St. Rank hold SERV as of Q1 2025.

  • Stephens Inc reported no remaining Serve Robotics position as of Q1 2025 after selling out during the quarter.
  • Stephens Inc sold 10,550 Serve Robotics shares in Q1 2025, an estimated $142K.
  • Stephens Inc first reported a position in Serve Robotics in Q4 2024 and held it in 1 quarter.
  • Stephens Inc's Serve Robotics position peaked at $142K in Q4 2024.
  • 119 funds tracked by Wall St. Rank held Serve Robotics as of Q1 2025.

Based on Stephens Inc's 13F filing for Q1 2025, filed 1 May 2025.