TFS
SERV

Thoroughbred Financial Services’s Serve Robotics SERV Stock Holding History

Thoroughbred Financial Services’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 		$156K Sell
23,750
-500
-2% -$4.17K 0.01% 621
2026
Q1 		$204K Hold
24,250
– – 0.01% 561
2025
Q4 		$251K Hold
24,250
– – 0.01% 515
2025
Q3 		$282K Buy
24,250
+2,000
+9% +$21.9K 0.02% 485
2025
Q2 		$254K Buy
+22,250
New +$196K 0.02% 503

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

Thoroughbred Financial Services's SERV Position: Q2 2026 in Review

Thoroughbred Financial Services reduced its Serve Robotics (SERV) stake by 2.1% in Q2 2026, selling an estimated $4.17K and leaving 23,750 shares worth $156K. The position accounts for 0.01% of the portfolio, ranked #621.

Thoroughbred Financial Services first reported a position in SERV in Q2 2025 and has held it in 5 quarters since. The position peaked at $282K in Q3 2025. 195 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • Thoroughbred Financial Services held 23,750 shares of Serve Robotics worth $156K as of Q2 2026.
  • Thoroughbred Financial Services sold 500 Serve Robotics shares in Q2 2026, an estimated $4.17K.
  • Serve Robotics made up 0.01% of Thoroughbred Financial Services's portfolio in Q2 2026, its #621 holding.
  • Thoroughbred Financial Services first reported a position in Serve Robotics in Q2 2025 and has held it in 5 quarters since.
  • Thoroughbred Financial Services's Serve Robotics position peaked at $282K in Q3 2025.
  • 195 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.