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Equibles

BANK OF AMERICA CORP /DE/

Bank

Position in SERV — Serve Robotics Inc. /DE/

CIK 70858 CHARLOTTE, NC
Back to SERV Full portfolio

Position in SERV

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$955,001
-$351,924 QoQ
Shares Held
145,137
-6.3% QoQ
Ownership
0.167%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#34
of 195 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in SERV Over Time

Shares Held

Position Value (USD)

Derivatives in SERV

reported options exposure · as of Mar 31, 2025
CallValue
$0
CallShares
0
PutValue
$64,975
PutShares
11,300

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Integrated Freight & Logistics

Industrials · as of Jun 30, 2026

BANK OF AMERICA CORP /DE/ holds $2,789,821,389 across 17 Integrated Freight & Logistics names. SERV ranks #15 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 UPS
United Parcel Service Inc
 10,795,270 $1,160,491,523
2 FDX
Fedex Corp
 1,849,618 $579,170,882
3 EXPD
Expeditors International Of Washington Inc
 2,585,934 $421,455,521
4 CHRW
C. H. Robinson Worldwide, Inc.
 1,200,732 $226,145,861
5 FDXF
FedEx Freight Holding Company, Inc.
 983,572 $148,519,372
6 JBHT
Hunt J B Transport Services Inc
 435,164 $125,949,513
7 LSTR
Landstar System Inc
 248,247 $51,339,959
8 HUBG
Hub Group, Inc.
 578,930 $25,351,343

All Filings in SERV

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $955,001 145,137
2026-03-31 $1,306,925 154,849
2025-12-31 $1,129,673 108,832
2025-09-30 $4,292,969 369,129
2025-06-30 $4,593,810 401,557
2025-03-31 $64,975 11,300
2025-03-31 $960,243 166,999
2024-12-31 $2,160 160
2024-09-30 $2,786,061 350,448
2024-09-30 $159,000 20,000
2024-09-30 $596,250 75,000
2024-06-30 $161 83