Position in SERV
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$446,926
-$82,034 QoQ
Shares Held
67,922
+8.4% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#54
of 194 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SERV Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Vontobel Holding Ltd. holds $7,974,557 across 5 Integrated Freight & Logistics names. SERV ranks #3 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
35,916 | $3,860,969 | |
| 2 | FDX |
Fedex Corp
|
9,627 | $3,014,500 | |
| 3 | SERV |
Serve Robotics Inc. /DE/
This page
|
67,922 | $446,926 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
1,732 | $326,203 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
2,000 | $325,959 |
All Filings in SERV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $446,926 | 67,922 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $528,960 | 62,673 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $304,632 | 29,348 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $260,826 | 22,427 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $240,354 | 21,010 | Shares | Defined | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||