MFG
SVC

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

Merit 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
2026
Q2 		$41.7K Buy
4,939
+2,114
+75% +$16.6K ﹤0.01% 2297
2026
Q1 		$19.1K Buy
+2,825
New +$29.4K ﹤0.01% 2100

Other funds holding SVC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BA
Baugh & Associates Atlanta, Georgia $226M AUM 41.8% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Merit Financial Group's SVC Position: Q2 2026 in Review

Merit Financial Group increased its Service Properties Trust (SVC) stake by 75% in Q2 2026, buying an estimated $16.6K and bringing the position to 4,939 shares worth $41.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2297.

Merit Financial Group first reported a position in SVC in Q1 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold SVC as of Q2 2026.

  • Merit Financial Group held 4,939 shares of Service Properties Trust worth $41.7K as of Q2 2026.
  • Merit Financial Group bought 2,114 Service Properties Trust shares in Q2 2026, an estimated $16.6K.
  • Service Properties Trust made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2297 holding.
  • Merit Financial Group first reported a position in Service Properties Trust in Q1 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.