AF
SVC

Allworth Financial’s Service Properties Trust SVC Stock Holding History

Allworth Financial’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
Q2 		$17.9K Buy
2,117
+1,455
+220% +$11.4K ﹤0.01% 3294
2026
Q1 		$4.48K Buy
662
+401
+154% +$4.17K ﹤0.01% 4024
2025
Q4 		$2.4K Sell
261
-10
-4% -$100 ﹤0.01% 4049
2025
Q3 		$3.68K Sell
271
-1
-0.4% -$14 ﹤0.01% 3715
2025
Q2 		$3.25K Buy
272
+86
+46% +$929 ﹤0.01% 3493
2025
Q1 		$1.66K Sell
186
-31
-14% -$420 ﹤0.01% 3275
2024
Q4 		$2.87K Buy
217
+118
+119% +$1.91K ﹤0.01% 3011
2024
Q3 		$2.25K Sell
99
-184
-65% -$4.58K ﹤0.01% 2918
2024
Q2 		$8.4K Buy
283
+241
+574% +$6.93K ﹤0.01% 2295
2024
Q1 		$1.44K Sell
42
-79
-65% -$2.93K ﹤0.01% 2949
2023
Q4 		$5.15K Sell
121
-8
-6% -$302 ﹤0.01% 2266
2023
Q3 		$4.98K Buy
129
+17
+15% +$707 ﹤0.01% 2103
2023
Q2 		$4.88K Hold
112
– – ﹤0.01% 2106
2023
Q1 		$5.6K Hold
112
– – ﹤0.01% 1989
2022
Q4 		$4.1K Sell
112
-25
-18% -$917 ﹤0.01% 1973
2022
Q3 		$4K Buy
137
+42
+44% +$1.39K ﹤0.01% 1974
2022
Q2 		$2K Hold
95
– – ﹤0.01% 2037
2022
Q1 		$4K Hold
95
– – ﹤0.01% 1685
2021
Q4 		$4K Sell
95
-50
-34% -$2.55K ﹤0.01% 1616
2021
Q3 		$8K Hold
145
– – ﹤0.01% 1412
2021
Q2 		$9K Buy
+145
New +$8.99K ﹤0.01% 1077

Other funds holding SVC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HPM
Helix Partners Management New York $744M AUM 62.28% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SCM
Stonehill Capital Management New York $350M AUM 73.6% 1-Year Est. Return
FC
Foursixthree Capital New York $485M AUM 117.01% 1-Year Est. Return

Allworth Financial's SVC Position: Q2 2026 in Review

Allworth Financial increased its Service Properties Trust (SVC) stake by 220% in Q2 2026, buying an estimated $11.4K and bringing the position to 2,117 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3294.

Allworth Financial first reported a position in SVC in Q2 2021 and has held it in 21 quarters since. 223 funds tracked by Wall St. Rank hold SVC as of Q2 2026.

  • Allworth Financial held 2,117 shares of Service Properties Trust worth $17.9K as of Q2 2026.
  • Allworth Financial bought 1,455 Service Properties Trust shares in Q2 2026, an estimated $11.4K.
  • Service Properties Trust made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3294 holding.
  • Allworth Financial first reported a position in Service Properties Trust in Q2 2021 and has held it in 21 quarters since.
  • 223 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.