Position in SERV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$111,860
-$31,620 QoQ
Shares Held
17,000
0.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#103
of 194 holders
Holding Since
Mar 2025
6 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, 2026Phoenix Financial Ltd. holds $9,301,410 across 8 Integrated Freight & Logistics names. SERV ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PBI |
Pitney Bowes Inc /De/
|
380,000 | $6,657,600 | |
| 2 | UPS |
United Parcel Service Inc
|
8,414 | $904,505 | |
| 3 | FDX |
Fedex Corp
|
2,138 | $669,471 | |
| 4 | JBHT |
Hunt J B Transport Services Inc
|
895 | $259,039 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
1,528 | $249,033 | |
| 6 | CHRW |
C. H. Robinson Worldwide, Inc.
|
1,312 | $247,102 | |
| 7 | GXO |
GXO Logistics, Inc.
|
4,000 | $202,800 | |
| 8 | SERV |
Serve Robotics Inc. /DE/
This page
|
17,000 | $111,860 |
All Filings in SERV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $111,860 | 17,000 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $143,480 | 17,000 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $176,460 | 17,000 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $197,710 | 17,000 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $171,600 | 15,000 | Shares | Defined | 2025-07-30 | |
| 2025-03-31 | $86,250 | 15,000 | Shares | Defined | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||