Fortis Group Advisors’s Service Properties Trust SVC Stock Holding History

Fortis Group Advisors’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	$1.63K	Hold	240	–	–	﹤0.01%	504
2025 Q4	$2.21K	Hold	240	–	–	﹤0.01%	485
2025 Q3	$3.26K	Hold	240	–	–	﹤0.01%	426
2025 Q2	$2.87K	Hold	240	–	–	﹤0.01%	424
2025 Q1	$3.13K	Sell	240 -221	-48%	-$2.99K	﹤0.01%	388
2024 Q4	$5.85K	Sell	461 -773	-63%	-$12.5K	﹤0.01%	351
2024 Q3	$28.1K	Hold	1,234	–	–	0.01%	230
2024 Q2	$31.7K	Hold	1,234	–	–	0.01%	224
2024 Q1	$41.8K	Sell	1,234 -1,234	-50%	-$45.8K	0.01%	231
2023 Q4	$105K	Buy	2,468 +1,234	+100%	+$46.6K	0.03%	143
2023 Q3	$47.4K	Buy	+1,234	New	+$51.3K	0.01%	143
2020 Q3	$64K	Buy	+1,620	New	+$61.7K	0.01%	206

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

Fortis Group Advisors's SVC Position: Q1 2026 in Review

Fortis Group Advisors held its Service Properties Trust (SVC) position steady in Q1 2026 at 240 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Fortis Group Advisors first reported a position in SVC in Q3 2020 and has held it in 12 quarters since. The position peaked at $105K in Q4 2023. 203 funds tracked by Wall St. Rank hold SVC as of Q1 2026.

Fortis Group Advisors held 240 shares of Service Properties Trust worth $1.63K as of Q1 2026.
Fortis Group Advisors left its Service Properties Trust share count unchanged in Q1 2026.
Service Properties Trust made up ﹤0.01% of Fortis Group Advisors's portfolio in Q1 2026, its #504 holding.
Fortis Group Advisors first reported a position in Service Properties Trust in Q3 2020 and has held it in 12 quarters since.
Fortis Group Advisors's Service Properties Trust position peaked at $105K in Q4 2023.
203 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2026.

Based on Fortis Group Advisors's 13F filing for Q1 2026, filed 8 May 2026.