PWPS
SVC

Pinnacle Wealth Planning Services’s Service Properties Trust SVC Stock Holding History

Pinnacle Wealth Planning Services’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 		$373 Hold
44
– – ﹤0.01% 2674
2026
Q1 		$301 Hold
44
– – ﹤0.01% 2655
2025
Q4 		$408 Buy
+44
New +$442 ﹤0.01% 2665
2024
Q4 		– Sell
-2,170
Closed -$49.5K – 546
2024
Q3 		$49.5K Sell
2,170
-2,680
-55% -$66.7K 0.01% 526
2024
Q2 		$125K Buy
+4,850
New +$139K 0.02% 465
2021
Q1 		– Sell
-34
Closed -$2K – 1745
2020
Q4 		$2K Buy
+34
New +$1.73K ﹤0.01% 1983

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
SCM
Stonehill Capital Management New York $350M AUM 73.6% 1-Year Est. Return
FC
Foursixthree Capital New York $485M AUM 117.01% 1-Year Est. Return

Pinnacle Wealth Planning Services's SVC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Service Properties Trust (SVC) position steady in Q2 2026 at 44 shares worth $373. The position accounts for ﹤0.01% of the portfolio, ranked #2674.

Pinnacle Wealth Planning Services first reported a position in SVC in Q4 2020 and has held it in 6 quarters since. The position peaked at $125K in Q2 2024. 223 funds tracked by Wall St. Rank hold SVC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 44 shares of Service Properties Trust worth $373 as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Service Properties Trust share count unchanged in Q2 2026.
  • Service Properties Trust made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2674 holding.
  • Pinnacle Wealth Planning Services first reported a position in Service Properties Trust in Q4 2020 and has held it in 6 quarters since.
  • Pinnacle Wealth Planning Services's Service Properties Trust position peaked at $125K in Q2 2024.
  • 223 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.