AIM
SVC

Advyzon Investment Management’s Service Properties Trust SVC Stock Holding History

Advyzon Investment Management’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
Q1 		$399K Buy
58,874
+23,225
+65% +$242K 0.04% 459
2025
Q4 		$328K Buy
35,649
+21,329
+149% +$214K 0.04% 427
2025
Q3 		$194K Buy
+14,320
New +$194K 0.03% 466

Other funds holding SVC

YAG
Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advyzon Investment Management's SVC Position: Q1 2026 in Review

Advyzon Investment Management increased its Service Properties Trust (SVC) stake by 65% in Q1 2026, buying an estimated $242K and bringing the position to 58,874 shares worth $399K. The position accounts for 0.04% of the portfolio, ranked #459.

Advyzon Investment Management first reported a position in SVC in Q3 2025 and has held it in 3 quarters since. 203 funds tracked by Wall St. Rank hold SVC as of Q1 2026.

  • Advyzon Investment Management held 58,874 shares of Service Properties Trust worth $399K as of Q1 2026.
  • Advyzon Investment Management bought 23,225 Service Properties Trust shares in Q1 2026, an estimated $242K.
  • Service Properties Trust made up 0.04% of Advyzon Investment Management's portfolio in Q1 2026, its #459 holding.
  • Advyzon Investment Management first reported a position in Service Properties Trust in Q3 2025 and has held it in 3 quarters since.
  • 203 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.