CWM
SVC

Congress Wealth Management’s Service Properties Trust SVC Stock Holding History

Congress Wealth 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
2025
Q2 		$1.77M Buy
148,253
+398
+0.3% +$4.3K 0.02% 578
2025
Q1 		$1.93M Buy
147,855
+40,851
+38% +$553K 0.02% 500
2024
Q4 		$1.36M Sell
107,004
-41,818
-28% -$676K 0.02% 471
2024
Q3 		$3.39M Buy
+148,822
New +$3.7M 0.05% 350

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

Congress Wealth Management's SVC Position: Q2 2025 in Review

Congress Wealth Management increased its Service Properties Trust (SVC) stake by 0.27% in Q2 2025, buying an estimated $4.3K and bringing the position to 148,253 shares worth $1.77M. The position accounts for 0.02% of the portfolio, ranked #578.

Congress Wealth Management first reported a position in SVC in Q3 2024 and has held it in 4 quarters since. The position peaked at $3.39M in Q3 2024. 200 funds tracked by Wall St. Rank hold SVC as of Q2 2025.

  • Congress Wealth Management held 148,253 shares of Service Properties Trust worth $1.77M as of Q2 2025.
  • Congress Wealth Management bought 398 Service Properties Trust shares in Q2 2025, an estimated $4.3K.
  • Service Properties Trust made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #578 holding.
  • Congress Wealth Management first reported a position in Service Properties Trust in Q3 2024 and has held it in 4 quarters since.
  • Congress Wealth Management's Service Properties Trust position peaked at $3.39M in Q3 2024.
  • 200 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.