SS
SERV

Sunbelt Securities’s Serve Robotics SERV Stock Holding History

Sunbelt Securities’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 		$2.4K Hold
285
– – ﹤0.01% 1881
2025
Q4 		$2.96K Hold
285
– – ﹤0.01% 1769
2025
Q3 		$3.31K Buy
+285
New +$3.13K ﹤0.01% 1727

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
U
Uber San Francisco, California $4.51B AUM 1.92% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sunbelt Securities's SERV Position: Q1 2026 in Review

Sunbelt Securities held its Serve Robotics (SERV) position steady in Q1 2026 at 285 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1881.

Sunbelt Securities first reported a position in SERV in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.31K in Q3 2025. 198 funds tracked by Wall St. Rank hold SERV as of Q1 2026.

  • Sunbelt Securities held 285 shares of Serve Robotics worth $2.4K as of Q1 2026.
  • Sunbelt Securities left its Serve Robotics share count unchanged in Q1 2026.
  • Serve Robotics made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1881 holding.
  • Sunbelt Securities first reported a position in Serve Robotics in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Serve Robotics position peaked at $3.31K in Q3 2025.
  • 198 funds tracked by Wall St. Rank held Serve Robotics as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.