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SERVSERV
7 quarters

Position history for CAPTRUST FINANCIAL ADVISORSCAPTRUST FINANCIAL ADVISORS's holdings in SERVE ROBOTICS INC

CAPTRUST FINANCIAL ADVISORS holds 788,465 shares of SERV (SERVE ROBOTICS INC), worth $5.2M as of 2026-Q2. The position was increased (+3.6% shares). SERV represents 0.0% of CAPTRUST FINANCIAL ADVISORS's portfolio.

Current Value

$5.2M

Current Shares

788,465

Total Value Change

+$1.5M

Total Shares Change

+516,471

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
788,465
+3.6%
$5.2M0.0%$6.58
28
2026-Q1
Increased
761,136
+7.7%
$6.4M0.0%$9.64
29
2025-Q4
Increased
707,002
+19.9%
$7.3M0.0%$10.10
32
2025-Q3
Increased
589,441
+23.0%
$6.9M0.0%$11.72
33
2025-Q2
Increased
479,347
+16.5%
$5.5M0.0%$11.44
31
2025-Q1
Increased
411,577
+51.3%
$2.4M0.0%$6.29
36
2024-Q4
New
271,994
-
$3.7M0.0%$15.26
37

Other major holders of SERV: BlackRock, Inc., VANGUARD GROUP INC

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