BP
SVC

Ballentine Partners’s Service Properties Trust SVC Stock Holding History

Ballentine Partners’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 		– Sell
-2,548
Closed -$17.3K – 1125
2026
Q1 		$17.3K Sell
2,548
-396
-13% -$4.12K ﹤0.01% 1014
2025
Q4 		$27.1K Sell
2,944
-446
-13% -$4.48K ﹤0.01% 1004
2025
Q3 		$45.9K Hold
3,390
– – ﹤0.01% 1004
2025
Q2 		$40.5K Buy
3,390
+64
+2% +$691 ﹤0.01% 974
2025
Q1 		$43.4K Buy
+3,326
New +$45K ﹤0.01% 891

Other funds holding SVC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BA
Baugh & Associates Atlanta, Georgia $226M AUM 41.8% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Ballentine Partners's SVC Position: Q2 2026 in Review

Ballentine Partners sold out of Service Properties Trust (SVC) in Q2 2026, closing a stake of 2,548 shares — an estimated $17.3K sold.

Ballentine Partners first reported a position in SVC in Q1 2025 and held it in 5 quarters. The position peaked at $45.9K in Q3 2025. 10 funds tracked by Wall St. Rank hold SVC as of Q2 2026.

  • Ballentine Partners reported no remaining Service Properties Trust position as of Q2 2026 after selling out during the quarter.
  • Ballentine Partners sold 2,548 Service Properties Trust shares in Q2 2026, an estimated $17.3K.
  • Ballentine Partners first reported a position in Service Properties Trust in Q1 2025 and held it in 5 quarters.
  • Ballentine Partners's Service Properties Trust position peaked at $45.9K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.