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
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

YAG
Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pinnacle Wealth Planning Services's SVC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Service Properties Trust (SVC) position steady in Q1 2026 at 44 shares worth $301. The position accounts for ﹤0.01% of the portfolio, ranked #2655.

Pinnacle Wealth Planning Services first reported a position in SVC in Q4 2020 and has held it in 5 quarters since. The position peaked at $125K in Q2 2024. 203 funds tracked by Wall St. Rank hold SVC as of Q1 2026.

  • Pinnacle Wealth Planning Services held 44 shares of Service Properties Trust worth $301 as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Service Properties Trust share count unchanged in Q1 2026.
  • Service Properties Trust made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2655 holding.
  • Pinnacle Wealth Planning Services first reported a position in Service Properties Trust in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Service Properties Trust position peaked at $125K in Q2 2024.
  • 203 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.