Creative Financial Designs’s Service Properties Trust SVC Stock Holding History

Creative Financial Designs’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 Q1	$508	Hold	75	–	–	﹤0.01%	2002
2025 Q4	$690	Hold	75	–	–	﹤0.01%	1867
2025 Q3	$1.02K	Hold	75	–	–	﹤0.01%	1803
2025 Q2	$896	Hold	75	–	–	﹤0.01%	1799
2025 Q1	$979	Hold	75	–	–	﹤0.01%	1779
2024 Q4	$953	Hold	75	–	–	﹤0.01%	1698
2024 Q3	$1.71K	Hold	75	–	–	﹤0.01%	1542
2024 Q2	$1.93K	Hold	75	–	–	﹤0.01%	1483
2024 Q1	$2.54K	Hold	75	–	–	﹤0.01%	1452
2023 Q4	$3.2K	Hold	75	–	–	﹤0.01%	1344
2023 Q3	$2.88K	Buy	+75	New	+$3.12K	﹤0.01%	1278

Other funds holding SVC

YAG

Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Financial Designs's SVC Position: Q1 2026 in Review

Creative Financial Designs held its Service Properties Trust (SVC) position steady in Q1 2026 at 75 shares worth $508. The position accounts for ﹤0.01% of the portfolio, ranked #2002.

Creative Financial Designs first reported a position in SVC in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.2K in Q4 2023. 203 funds tracked by Wall St. Rank hold SVC as of Q1 2026.

Creative Financial Designs held 75 shares of Service Properties Trust worth $508 as of Q1 2026.
Creative Financial Designs left its Service Properties Trust share count unchanged in Q1 2026.
Service Properties Trust made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #2002 holding.
Creative Financial Designs first reported a position in Service Properties Trust in Q3 2023 and has held it in 11 quarters since.
Creative Financial Designs's Service Properties Trust position peaked at $3.2K in Q4 2023.
203 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.