Position in SERV
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$117,012
-$56,919 QoQ
Shares Held
17,783
-13.7% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#101
of 194 holders
Holding Since
Dec 2024
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, 2026OPPENHEIMER & CO INC holds $21,353,013 across 8 Integrated Freight & Logistics names. SERV ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
111,282 | $11,962,815 | |
| 2 | FDX |
Fedex Corp
|
10,620 | $3,325,440 | |
| 3 | GXO |
GXO Logistics, Inc.
|
54,893 | $2,783,075 | |
| 4 | JBHT |
Hunt J B Transport Services Inc
|
3,739 | $1,082,178 | |
| 5 | FDXF |
FedEx Freight Holding Company, Inc.
|
7,043 | $1,063,493 | |
| 6 | EXPD |
Expeditors International Of Washington Inc
|
3,517 | $573,200 | |
| 7 | CHRW |
C. H. Robinson Worldwide, Inc.
|
2,367 | $445,800 | |
| 8 | SERV |
Serve Robotics Inc. /DE/
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|
17,783 | $117,012 |
All Filings in SERV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $117,012 | 17,783 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $173,931 | 20,608 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $169,713 | 16,350 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $159,331 | 13,700 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $650,650 | 56,875 | Shares | Sole | 2025-07-31 | |
| 2024-12-31 | $280,489 | 20,777 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||