PWMA
SVC

Pension & Wealth Management Advisors’s Service Properties Trust SVC Stock Holding History

Pension & Wealth Management 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
Q2 		$1.52K Hold
180
– – ﹤0.01% 506
2026
Q1 		$1.22K Hold
180
– – ﹤0.01% 480
2025
Q4 		$1.66K Buy
+180
New +$1.81K ﹤0.01% 479

Other funds holding SVC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HPM
Helix Partners Management New York $744M AUM 62.28% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
FC
Foursixthree Capital New York $485M AUM 117.01% 1-Year Est. Return
SAMU
SONA Asset Management (US) New York $4.76B AUM 23.76% 1-Year Est. Return

Pension & Wealth Management Advisors's SVC Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its Service Properties Trust (SVC) position steady in Q2 2026 at 180 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Pension & Wealth Management Advisors first reported a position in SVC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.66K in Q4 2025. 204 funds tracked by Wall St. Rank hold SVC as of Q2 2026.

  • Pension & Wealth Management Advisors held 180 shares of Service Properties Trust worth $1.52K as of Q2 2026.
  • Pension & Wealth Management Advisors left its Service Properties Trust share count unchanged in Q2 2026.
  • Service Properties Trust made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #506 holding.
  • Pension & Wealth Management Advisors first reported a position in Service Properties Trust in Q4 2025 and has held it in 3 quarters since.
  • Pension & Wealth Management Advisors's Service Properties Trust position peaked at $1.66K in Q4 2025.
  • 204 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.