NFSG
SVC

Newbridge Financial Services Group’s Service Properties Trust SVC Stock Holding History

Newbridge Financial Services 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
Q4 		– Sell
-100
Closed -$1.35K – 1419
2025
Q3 		$1.35K Hold
100
– – ﹤0.01% 1165
2025
Q2 		$1.2K Buy
+100
New +$1.08K ﹤0.01% 1180

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
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Newbridge Financial Services Group's SVC Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Service Properties Trust (SVC) in Q4 2025, closing a stake of 100 shares — an estimated $1.35K sold.

Newbridge Financial Services Group first reported a position in SVC in Q2 2025 and held it in 2 quarters. The position peaked at $1.35K in Q3 2025. 193 funds tracked by Wall St. Rank hold SVC as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining Service Properties Trust position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 100 Service Properties Trust shares in Q4 2025, an estimated $1.35K.
  • Newbridge Financial Services Group first reported a position in Service Properties Trust in Q2 2025 and held it in 2 quarters.
  • Newbridge Financial Services Group's Service Properties Trust position peaked at $1.35K in Q3 2025.
  • 193 funds tracked by Wall St. Rank held Service Properties Trust as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.