SSG
SERV

Summit Securities Group’s Serve Robotics SERV Stock Holding History

Summit Securities Group’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 		$4.05K Sell
615
-170
-22% -$1.42K ﹤0.01% 1014
2026
Q1 		$6.63K Buy
+785
New +$8.49K ﹤0.01% 750

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 $3.37T AUM 44.26% 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
ETC
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

Summit Securities Group's SERV Position: Q2 2026 in Review

Summit Securities Group reduced its Serve Robotics (SERV) stake by 22% in Q2 2026, selling an estimated $1.42K and leaving 615 shares worth $4.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

Summit Securities Group first reported a position in SERV in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.63K in Q1 2026. 194 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • Summit Securities Group held 615 shares of Serve Robotics worth $4.05K as of Q2 2026.
  • Summit Securities Group sold 170 Serve Robotics shares in Q2 2026, an estimated $1.42K.
  • Serve Robotics made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #1014 holding.
  • Summit Securities Group first reported a position in Serve Robotics in Q1 2026 and has held it in 2 quarters since.
  • Summit Securities Group's Serve Robotics position peaked at $6.63K in Q1 2026.
  • 194 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.