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BOLTON SECURITIES CORPORATION’s Serve Robotics SERV Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$64.5K Hold
13,876
– – ﹤0.01% 1264
2026
Q2 		$91.3K Hold
13,876
– – ﹤0.01% 1144
2026
Q1 		$117K Buy
+13,876
New +$150K 0.01% 972
2025
Q3 		$161K Buy
+13,876
New +$152K 0.01% 803
2025
Q1 		$79.8K Buy
+13,876
New +$182K ﹤0.01% 932

Other funds holding SERV

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SERV Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Serve Robotics (SERV) position steady in Q3 2026 at 13,876 shares worth $64.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1264.

BOLTON SECURITIES CORPORATION first reported a position in SERV in Q1 2025 and has held it in 5 quarters since. The position peaked at $161K in Q3 2025. 103 funds tracked by Wall St. Rank hold SERV as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 13,876 shares of Serve Robotics worth $64.5K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its Serve Robotics share count unchanged in Q3 2026.
  • Serve Robotics made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1264 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Serve Robotics in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Serve Robotics position peaked at $161K in Q3 2025.
  • 103 funds tracked by Wall St. Rank held Serve Robotics as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.