BF
SVC

BOK Financial’s Service Properties Trust SVC Stock Holding History

BOK 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
2025
Q3 		– Sell
-15
Closed -$182 – 1207
2025
Q2 		$182 Hold
15
– – ﹤0.01% 1138
2025
Q1 		$198 Hold
15
– – ﹤0.01% 1271
2024
Q4 		$195 Hold
15
– – ﹤0.01% 1281
2024
Q3 		$356 Buy
+15
New +$373 ﹤0.01% 1255
2020
Q1 		– Sell
-1,681
Closed -$204K – 919
2019
Q4 		$204K Sell
1,681
-7
-0.4% -$853 ﹤0.01% 884
2019
Q3 		$218K Buy
1,688
+8
+0.5% +$990 0.01% 844
2019
Q2 		$210K Buy
1,680
+2
+0.1% +$257 0.01% 852
2019
Q1 		$221K Sell
1,678
-68
-4% -$8.98K 0.01% 840
2018
Q4 		$209K Buy
+1,746
New +$228K 0.01% 818

Other funds holding SVC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAG
Susquehanna Advisors Group Bala Cynwyd, Pennsylvania $3.05B AUM 41.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return