Superior Planning, LLC’s Service Properties Trust SVC Stock Holding History

Superior Planning, LLC’s Portfolio SVC Stock Details SVC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.11K	Buy	+327	New	+$2.56K	﹤0.01%	1544

Other funds holding SVC

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Superior Planning, LLC's SVC Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Service Properties Trust (SVC) in Q3 2026: 327 shares worth $2.11K. The stake represents ﹤0.01% of the portfolio and ranks #1544 among its holdings.

116 funds tracked by Wall St. Rank hold SVC as of Q3 2026.

Superior Planning, LLC held 327 shares of Service Properties Trust worth $2.11K as of Q3 2026.
Service Properties Trust was a new Superior Planning, LLC position in Q3 2026.
Service Properties Trust made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1544 holding.
116 funds tracked by Wall St. Rank held Service Properties Trust as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.