ALBION FINANCIAL GROUP /UT
Position in SER — Serina Therapeutics, Inc.
CIK 1054677
SALT LAKE CITY, UT
Position in SER
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$15
+$0 QoQ
Shares Held
8
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 5 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SER Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026ALBION FINANCIAL GROUP /UT holds $300,713 across 14 Biotechnology names. SER ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRVI |
Trevi Therapeutics, Inc.
|
10,000 | $186,500 | |
| 2 | GENB |
Generate Biomedicines, Inc.
|
4,854 | $81,886 | |
| 3 | CAI |
Caris Life Sciences, Inc.
|
1,178 | $20,991 | |
| 4 | LCTX |
Lineage Cell Therapeutics, Inc.
|
3,043 | $3,986 | |
| 5 | HALO |
Halozyme Therapeutics, Inc.
|
26 | $2,035 | |
| 6 | RXRX |
Recursion Pharmaceuticals, Inc.
|
520 | $1,908 | |
| 7 | INSM |
INSMED Inc
|
13 | $1,386 | |
| 8 | PRTA |
Prothena Corp Public Ltd Co
|
125 | $1,223 |
All Filings in SER
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15 | 8 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $15 | 8 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $15 | 8 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $42 | 8 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $49 | 8 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $45 | 8 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $40 | 8 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $53 | 8 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $76 | 8 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $107 | 8 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||