JFG
SVC

Jefferies Financial Group’s Service Properties Trust SVC Stock Holding History

Jefferies Financial Group’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
-8,739
Closed -$104K – 1672
2025
Q2 		$104K Buy
+8,739
New +$94.4K ﹤0.01% 1172
2024
Q4 		– Sell
-4,228
Closed -$96.4K – 1839
2024
Q3 		$96.4K Buy
+4,228
New +$105K ﹤0.01% 1306
2023
Q4 		– Sell
-8,200
Closed -$315K – 1983
2023
Q3 		$315K Hold
8,200
– – ﹤0.01% 1213
2023
Q2 		$356K Buy
8,200
+4,100
+100% +$180K ﹤0.01% 1276
2023
Q1 		$204K Sell
4,100
-4,900
-54% -$227K ﹤0.01% 1349
2022
Q4 		$328K Buy
+9,000
New +$330K ﹤0.01% 1179

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jefferies Financial Group's SVC Position: Q3 2025 in Review

Jefferies Financial Group sold out of Service Properties Trust (SVC) in Q3 2025, closing a stake of 8,739 shares — an estimated $104K sold.

Jefferies Financial Group first reported a position in SVC in Q4 2022 and held it in 6 quarters. The position peaked at $356K in Q2 2023. 193 funds tracked by Wall St. Rank hold SVC as of Q3 2025.

  • Jefferies Financial Group reported no remaining Service Properties Trust position as of Q3 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 8,739 Service Properties Trust shares in Q3 2025, an estimated $104K.
  • Jefferies Financial Group first reported a position in Service Properties Trust in Q4 2022 and held it in 6 quarters.
  • Jefferies Financial Group's Service Properties Trust position peaked at $356K in Q2 2023.
  • 193 funds tracked by Wall St. Rank held Service Properties Trust as of Q3 2025.

Based on Jefferies Financial Group's 13F filing for Q3 2025, filed 13 Nov 2025.