PWMG
SVC

Private Wealth Management Group’s Service Properties Trust SVC Stock Holding History

Private Wealth Management 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
2026
Q2 		– Sell
-54
Closed -$364 – 1510
2026
Q1 		$364 Hold
54
– – ﹤0.01% 1386
2025
Q4 		$494 Hold
54
– – ﹤0.01% 1406
2025
Q3 		$727 Hold
54
– – ﹤0.01% 1357
2025
Q2 		$641 Buy
+54
New +$583 ﹤0.01% 1374
2024
Q4 		– Sell
-37
Closed -$853 – 1569
2024
Q3 		$853 Sell
37
-43
-54% -$1.07K ﹤0.01% 1328
2024
Q2 		$2.05K Buy
80
+63
+371% +$1.81K ﹤0.01% 1037
2024
Q1 		$563 Hold
17
– – ﹤0.01% 1423
2023
Q4 		$709 Buy
+17
New +$643 ﹤0.01% 1377

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

Private Wealth Management Group's SVC Position: Q2 2026 in Review

Private Wealth Management Group sold out of Service Properties Trust (SVC) in Q2 2026, closing a stake of 54 shares — an estimated $364 sold.

Private Wealth Management Group first reported a position in SVC in Q4 2023 and held it in 8 quarters. The position peaked at $2.05K in Q2 2024. 223 funds tracked by Wall St. Rank hold SVC as of Q2 2026.

  • Private Wealth Management Group reported no remaining Service Properties Trust position as of Q2 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 54 Service Properties Trust shares in Q2 2026, an estimated $364.
  • Private Wealth Management Group first reported a position in Service Properties Trust in Q4 2023 and held it in 8 quarters.
  • Private Wealth Management Group's Service Properties Trust position peaked at $2.05K in Q2 2024.
  • 223 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.