Stifel Financial’s Serve Robotics SERV Stock Holding History

Stifel Financial’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 Q1	–	Sell	-10,685	Closed	-$111K	–	3761
2025 Q4	$111K	Buy	+10,685	New	+$128K	﹤0.01%	3476

Other funds holding SERV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Uber San Francisco, California $4.51B AUM 1.92% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial's SERV Position: Q1 2026 in Review

Stifel Financial sold out of Serve Robotics (SERV) in Q1 2026, closing a stake of 10,685 shares — an estimated $111K sold.

Stifel Financial first reported a position in SERV in Q4 2025 and held it in 1 quarter. The position peaked at $111K in Q4 2025. 198 funds tracked by Wall St. Rank hold SERV as of Q1 2026.

Stifel Financial reported no remaining Serve Robotics position as of Q1 2026 after selling out during the quarter.
Stifel Financial sold 10,685 Serve Robotics shares in Q1 2026, an estimated $111K.
Stifel Financial first reported a position in Serve Robotics in Q4 2025 and held it in 1 quarter.
Stifel Financial's Serve Robotics position peaked at $111K in Q4 2025.
198 funds tracked by Wall St. Rank held Serve Robotics as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.