LPL Financial
SVC

LPL Financial’s Service Properties Trust SVC Stock Holding History

LPL Financial’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 		$467K Sell
68,936
-444
-0.6% -$4.62K ﹤0.01% 4815
2025
Q4 		$638K Buy
69,380
+91
+0.1% +$914 ﹤0.01% 4495
2025
Q3 		$939K Buy
69,289
+6,192
+10% +$83.9K ﹤0.01% 4059
2025
Q2 		$754K Buy
63,097
+6,432
+11% +$69.5K ﹤0.01% 4008
2025
Q1 		$739K Sell
56,665
-2,710
-5% -$36.7K ﹤0.01% 3800
2024
Q4 		$754K Sell
59,375
-12,194
-17% -$197K ﹤0.01% 3732
2024
Q3 		$1.63M Buy
71,569
+30,975
+76% +$770K ﹤0.01% 2927
2024
Q2 		$1.04M Sell
40,594
-902
-2% -$25.9K ﹤0.01% 3214
2024
Q1 		$1.41M Sell
41,496
-4,678
-10% -$173K ﹤0.01% 2875
2023
Q4 		$1.97M Sell
46,174
-2,060
-4% -$77.9K ﹤0.01% 2416
2023
Q3 		$1.85M Buy
48,234
+1,379
+3% +$57.4K ﹤0.01% 2358
2023
Q2 		$2.04M Buy
46,855
+17,345
+59% +$762K ﹤0.01% 2238
2023
Q1 		$1.47M Buy
29,510
+11,120
+60% +$514K ﹤0.01% 2417
2022
Q4 		$670K Sell
18,390
-1,539
-8% -$56.5K ﹤0.01% 2993
2022
Q3 		$517K Sell
19,929
-2,300
-10% -$76.3K ﹤0.01% 3124
2022
Q2 		$581K Sell
22,229
-8,011
-26% -$276K ﹤0.01% 3076
2022
Q1 		$1.33M Buy
30,240
+2,656
+10% +$116K ﹤0.01% 2369
2021
Q4 		$1.21M Buy
27,584
+2,980
+12% +$152K ﹤0.01% 2493
2021
Q3 		$1.38M Sell
24,604
-882
-3% -$50.2K ﹤0.01% 2352
2021
Q2 		$1.61M Buy
25,486
+10,054
+65% +$624K ﹤0.01% 2158
2021
Q1 		$915K Buy
15,432
+629
+4% +$37.8K ﹤0.01% 2468
2020
Q4 		$850K Buy
14,803
+1,442
+11% +$73.3K ﹤0.01% 2313
2020
Q3 		$531K Sell
13,361
-1,165
-8% -$44.4K ﹤0.01% 2411
2020
Q2 		$515K Buy
14,526
+3,890
+37% +$135K ﹤0.01% 2360
2020
Q1 		$287K Buy
10,636
+123
+1% +$11K ﹤0.01% 2539
2019
Q4 		$1.28M Sell
10,513
-235
-2% -$28.6K ﹤0.01% 1665
2019
Q3 		$1.39M Sell
10,748
-684
-6% -$84.6K ﹤0.01% 1511
2019
Q2 		$1.43M Sell
11,432
-1,612
-12% -$207K ﹤0.01% 1464
2019
Q1 		$1.72M Sell
13,044
-161
-1% -$21.3K ﹤0.01% 1277
2018
Q4 		$1.58M Sell
13,205
-25,800
-66% -$3.37M ﹤0.01% 1211
2018
Q3 		$5.63M Sell
39,005
-532
-1% -$76.3K 0.01% 688
2018
Q2 		$5.66M Sell
39,537
-2,129
-5% -$288K 0.01% 656
2018
Q1 		$5.28M Buy
41,666
+3,458
+9% +$465K 0.01% 678
2017
Q4 		$5.7M Buy
38,208
+21,436
+128% +$3.15M 0.02% 607
2017
Q3 		$2.39M Buy
16,772
+927
+6% +$131K 0.01% 894
2017
Q2 		$2.31M Buy
+15,845
New +$2.42M 0.01% 847
2017
Q1 		– Sell
-1,251
Closed -$200K – 2797
2016
Q4 		$200K Buy
+1,251
New +$181K ﹤0.01% 2484
2016
Q2 		– Sell
-26,579
Closed -$3.41M – 2954
2016
Q1 		$3.41M Buy
26,579
+1,160
+5% +$141K 0.01% 908
2015
Q4 		$3.34M Buy
25,419
+16,903
+198% +$2.27M 0.01% 894
2015
Q3 		$1.14M Sell
8,516
-2,140
-20% -$290K 0.01% 1158
2015
Q2 		$1.55M Sell
10,656
-328
-3% -$49.8K 0.01% 1068
2015
Q1 		$1.8M Buy
10,984
+466
+4% +$74.4K 0.01% 967
2014
Q4 		$1.62M Sell
10,518
-3,208
-23% -$473K 0.01% 1014
2014
Q3 		$1.82M Sell
13,726
-456
-3% -$66K 0.01% 903
2014
Q2 		$2.14M Sell
14,182
-5,019
-26% -$733K 0.01% 841
2014
Q1 		$2.74M Sell
19,201
-6,188
-24% -$823K 0.02% 682
2013
Q4 		$3.41M Sell
25,389
-722
-3% -$100K 0.02% 580
2013
Q3 		$3.72M Buy
26,111
+466
+2% +$64.5K 0.02% 514
2013
Q2 		$3.35M Buy
+25,645
New +$3.61M 0.02% 513

Other funds holding SVC

YAG
Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial's SVC Position: Q1 2026 in Review

LPL Financial reduced its Service Properties Trust (SVC) stake by 0.64% in Q1 2026, selling an estimated $4.62K and leaving 68,936 shares worth $467K. The position accounts for ﹤0.01% of the portfolio, ranked #4815.

LPL Financial first reported a position in SVC in Q2 2013 and has held it in 49 quarters since. The position peaked at $5.7M in Q4 2017. 203 funds tracked by Wall St. Rank hold SVC as of Q1 2026.

  • LPL Financial held 68,936 shares of Service Properties Trust worth $467K as of Q1 2026.
  • LPL Financial sold 444 Service Properties Trust shares in Q1 2026, an estimated $4.62K.
  • Service Properties Trust made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4815 holding.
  • LPL Financial first reported a position in Service Properties Trust in Q2 2013 and has held it in 49 quarters since.
  • LPL Financial's Service Properties Trust position peaked at $5.7M in Q4 2017.
  • 203 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.