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SER — SERINA THERAPEUTICS INC

Reported value held$645.88K
Funds holding (latest)13
SectorHealth Care
Funds holding (Q2 2026)7
Institutional value$153.51K · 79.13K sh
New / Add / Cut / Exit2 / 2 / 2 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Reducing -37.6% (-47.73K sh)
Institutional value change Down -37.6%

As of Q2 2026, 7 SEC-registered investment managers reported holding SER (SERINA THERAPEUTICS INC) in their latest 13F filings, with a combined reported value of $153.51K across 79.13K shares. That is -37.6% by share count (-47.73K shares) versus the previous quarter, while reported value moved -37.6%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 2 opened new positions, 2 added to existing stakes, 2 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

SER is classified in the Health Care sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 180.01K $344.37K 0.00% Hold
Geode Capital Management history Q2 2026 51.01K $98.95K 0.00% Reduce
Citadel Advisors history Q1 2025 13.18K $74.75K 0.00% New
Millennium Management history Q1 2025 10.72K $60.79K 0.00% Reduce
Northern Trust Corp history Q2 2026 20.77K $40.30K 0.00% New
Citigroup Inc history Q3 2025 2.32K $12.45K 0.00% New
Wells Fargo & Co history Q2 2026 3.61K $7.01K 0.00% Hold
BlackRock Inc history Q2 2026 2.38K $4.61K 0.00% Reduce
UBS Group AG history Q2 2026 1.35K $2.61K 0.00% Add
Morgan Stanley history Q2 2026 14 $28 0.00% Add
Fidelity Management & Research (FMR) history Q1 2025 1 $8 0.00% New
Bank of America Corp history Q4 2025 3 $6 0.00% Reduce
JPMorgan Chase & Co history Q2 2026 1 $2 0.00% New

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 13 funds)

FundQ1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Geode Capital Management — 22.75K 24.03K 26.20K 29.21K 28.88K 29.61K 30.41K 64.97K 51.01K
Northern Trust Corp — — 14.79K 14.79K 17.01K 16.50K 14.54K 14.08K — 20.77K
Wells Fargo & Co 58 2 2 2 2 2 2 3.60K 3.61K 3.61K
BlackRock Inc — — 3.57K 3.57K 3.07K 11.77K 13.12K 17.25K 58.26K 2.38K
UBS Group AG 5 1.03K 1 3.81K 747 1 3.47K 433 5 1.35K
Morgan Stanley 10 4 8 8 8 8 8 8 8 14
JPMorgan Chase & Co 1 11 13 13 12 9 10 — — 1
Bank of America Corp — 31 24 24 26 29 215 3 — —
Citigroup Inc 656 — — — — — 2.32K — — —
Vanguard Group 19.95K 22.13K 44.50K 62.07K 65.33K 150.62K 180.01K 180.01K — —
Citadel Advisors — — — — 13.18K — — — — —
Fidelity Management & Research (FMR) — — — — 1 — — — — —
Millennium Management — 21.67K 19.26K 14.55K 10.72K — — — — —

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