Wedbush Securities
SERV icon

Wedbush Securities’s Serve Robotics SERV Stock Holding History

Wedbush 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
Q3 		$153K Buy
32,880
+1,750
+6% +$8.78K ﹤0.01% 1229
2026
Q2 		$205K Buy
31,130
+10,750
+53% +$89.8K 0.01% 1207
2026
Q1 		$172K Sell
20,380
-6,500
-24% -$70.3K 0.01% 1160
2025
Q4 		$279K Buy
26,880
+6,680
+33% +$80.2K 0.01% 920
2025
Q3 		$235K Buy
+20,200
New +$221K 0.01% 987

Other funds holding SERV

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Themes Management Co
Themes Management Co Greenwich, Connecticut $152M AUM 42.75% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AlphaCentric Advisors
AlphaCentric Advisors San Juan, Puerto Rico $113M AUM 27.37% 1-Year Est. Return

Wedbush Securities's SERV Position: Q3 2026 in Review

Wedbush Securities increased its Serve Robotics (SERV) stake by 5.6% in Q3 2026, buying an estimated $8.78K and bringing the position to 32,880 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

Wedbush Securities first reported a position in SERV in Q3 2025 and has held it in 5 quarters since. The position peaked at $279K in Q4 2025. 67 funds tracked by Wall St. Rank hold SERV as of Q3 2026.

  • Wedbush Securities held 32,880 shares of Serve Robotics worth $153K as of Q3 2026.
  • Wedbush Securities bought 1,750 Serve Robotics shares in Q3 2026, an estimated $8.78K.
  • Serve Robotics made up ﹤0.01% of Wedbush Securities's portfolio in Q3 2026, its #1229 holding.
  • Wedbush Securities first reported a position in Serve Robotics in Q3 2025 and has held it in 5 quarters since.
  • Wedbush Securities's Serve Robotics position peaked at $279K in Q4 2025.
  • 67 funds tracked by Wall St. Rank held Serve Robotics as of Q3 2026.

Based on Wedbush Securities's 13F filing for Q3 2026, filed 22 Oct 2026.