13F

Stock

Serina Therapeutics, Inc.

SER · held by 22 managers

Reported value

$821.8K

Holders

22

+0 new · −0 exited

Holders’ est. mark

−$61.3K

Price effect on 3 books still in the name

Largest holder

$344.4K

Vanguard

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Vanguard180K$344.4KHeld
Waverly Advisors, LLC67.5K$129.1KHeld
BROADWOOD CAPITAL INC54.5K$104.2KHeld
GEODE CAPITAL MANAGEMENT, LLC30.4K$58.2KHeld
Linscomb Wealth, Inc.18.8K$36KHeld
Keel Point, LLC17.8K$34K−$61.3KCut−$61.3K
BlackRock, Inc.17.2K$33KHeld
NORTHERN TRUST CORP14.1K$26.9KHeld
State Street12.8K$24.4KHeld
HighTower Advisors, LLC12K$22.9KHeld
WELLS FARGO & COMPANY/MN3.6K$6.89KHeld
Tower Research Capital LLC (TRC)449$859Held
UBS Group AG433$829Held
Piscataqua Savings Bank28$53Held
Pacifica Partners Inc.8$17Held
ALBION FINANCIAL GROUP /UT8$16Held
MORGAN STANLEY8$15−$28Cut−$28
BANK OF AMERICA CORP /DE/3$6−$10Cut−$1.15K
Rockefeller Capital Management L.P.2$4Held
BNP PARIBAS FINANCIAL MARKETS2$4Held
Global Retirement Partners, LLC1$2Held
OSAIC HOLDINGS, INC.2$2Held

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.