CT
SVC

Colonial Trust’s Service Properties Trust SVC Stock Holding History

Colonial Trust’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
Q2 		– Sell
-300
Closed -$3.92K – 1142
2025
Q1 		$3.92K Hold
300
– – ﹤0.01% 868
2024
Q4 		$3.81K Buy
300
+128
+74% +$2.07K ﹤0.01% 1105
2024
Q3 		$3.93K Hold
172
– – ﹤0.01% 900
2024
Q2 		$4.43K Buy
+172
New +$4.95K ﹤0.01% 861

Other funds holding SVC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SAG
Susquehanna Advisors Group Bala Cynwyd, Pennsylvania $5.75B AUM 39.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return

Colonial Trust's SVC Position: Q2 2025 in Review

Colonial Trust sold out of Service Properties Trust (SVC) in Q2 2025, closing a stake of 300 shares — an estimated $3.92K sold.

Colonial Trust first reported a position in SVC in Q2 2024 and held it in 4 quarters. The position peaked at $4.43K in Q2 2024. 200 funds tracked by Wall St. Rank hold SVC as of Q2 2025.

  • Colonial Trust reported no remaining Service Properties Trust position as of Q2 2025 after selling out during the quarter.
  • Colonial Trust sold 300 Service Properties Trust shares in Q2 2025, an estimated $3.92K.
  • Colonial Trust first reported a position in Service Properties Trust in Q2 2024 and held it in 4 quarters.
  • Colonial Trust's Service Properties Trust position peaked at $4.43K in Q2 2024.
  • 200 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2025.

Based on Colonial Trust's 13F filing for Q2 2025, filed 13 Aug 2025.