First National Bank of Mount Dora’s Service Properties Trust SVC Stock Holding History

First National Bank of Mount Dora’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	-3,140	Closed	-$37.5K	–	132
2025 Q2	$37.5K	Hold	3,140	–	–	0.01%	130
2025 Q1	$41K	Hold	3,140	–	–	0.01%	129
2024 Q4	$39.9K	Hold	3,140	–	–	0.01%	133
2024 Q3	$71.6K	Hold	3,140	–	–	0.02%	137
2024 Q2	$80.7K	Hold	3,140	–	–	0.02%	135
2024 Q1	$106K	Hold	3,140	–	–	0.03%	129
2023 Q4	$134K	Hold	3,140	–	–	0.04%	120
2023 Q3	$121K	Hold	3,140	–	–	0.04%	120
2023 Q2	$136K	Hold	3,140	–	–	0.04%	125
2023 Q1	$156K	Hold	3,140	–	–	0.05%	124
2022 Q4	$114K	Hold	3,140	–	–	0.04%	119
2022 Q3	$81K	Hold	3,140	–	–	0.03%	120
2022 Q2	$82K	Hold	3,140	–	–	0.03%	126
2022 Q1	$139K	Hold	3,140	–	–	0.04%	123
2021 Q4	$138K	Hold	3,140	–	–	0.04%	119
2021 Q3	$176K	Hold	3,140	–	–	0.06%	115
2021 Q2	$198K	Hold	3,140	–	–	0.07%	111
2021 Q1	$186K	Buy	+3,140	New	+$189K	0.06%	108

Other funds holding SVC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

First National Bank of Mount Dora's SVC Position: Q3 2025 in Review

First National Bank of Mount Dora sold out of Service Properties Trust (SVC) in Q3 2025, closing a stake of 3,140 shares — an estimated $37.5K sold.

First National Bank of Mount Dora first reported a position in SVC in Q1 2021 and held it in 18 quarters. The position peaked at $198K in Q2 2021. 193 funds tracked by Wall St. Rank hold SVC as of Q3 2025.

First National Bank of Mount Dora reported no remaining Service Properties Trust position as of Q3 2025 after selling out during the quarter.
First National Bank of Mount Dora sold 3,140 Service Properties Trust shares in Q3 2025, an estimated $37.5K.
First National Bank of Mount Dora first reported a position in Service Properties Trust in Q1 2021 and held it in 18 quarters.
First National Bank of Mount Dora's Service Properties Trust position peaked at $198K in Q2 2021.
193 funds tracked by Wall St. Rank held Service Properties Trust as of Q3 2025.

Based on First National Bank of Mount Dora's 13F filing for Q3 2025, filed 8 Jun 2026.