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
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

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

Private Wealth Management Group's SVC Position: Q1 2026 in Review

Private Wealth Management Group held its Service Properties Trust (SVC) position steady in Q1 2026 at 54 shares worth $364. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

Private Wealth Management Group first reported a position in SVC in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.05K in Q2 2024. 203 funds tracked by Wall St. Rank hold SVC as of Q1 2026.

  • Private Wealth Management Group held 54 shares of Service Properties Trust worth $364 as of Q1 2026.
  • Private Wealth Management Group left its Service Properties Trust share count unchanged in Q1 2026.
  • Service Properties Trust made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #1386 holding.
  • Private Wealth Management Group first reported a position in Service Properties Trust in Q4 2023 and has held it in 8 quarters since.
  • Private Wealth Management Group's Service Properties Trust position peaked at $2.05K in Q2 2024.
  • 203 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.