Perigon Wealth Management’s Service Properties Trust SVC Stock Holding History

Perigon Wealth Management’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	$24.9K	Buy	+2,943	New	+$23.1K	﹤0.01%	1429

Other funds holding SVC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Perigon Wealth Management's SVC Position: Q2 2026 in Review

Perigon Wealth Management opened a new position in Service Properties Trust (SVC) in Q2 2026: 2,943 shares worth $24.9K. The stake represents ﹤0.01% of the portfolio and ranks #1429 among its holdings.

77 funds tracked by Wall St. Rank hold SVC as of Q2 2026.

Perigon Wealth Management held 2,943 shares of Service Properties Trust worth $24.9K as of Q2 2026.
Service Properties Trust was a new Perigon Wealth Management position in Q2 2026.
Service Properties Trust made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1429 holding.
77 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2026.

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