RWM
SVC

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

Rialto 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
Q1 		$370 Hold
55
– – ﹤0.01% 1492
2025
Q4 		$503 Hold
55
– – ﹤0.01% 1277
2025
Q3 		$740 Hold
55
– – ﹤0.01% 1048
2025
Q2 		$653 Buy
+55
New +$594 ﹤0.01% 1022

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

Rialto Wealth Management's SVC Position: Q1 2026 in Review

Rialto Wealth Management held its Service Properties Trust (SVC) position steady in Q1 2026 at 55 shares worth $370. The position accounts for ﹤0.01% of the portfolio, ranked #1492.

Rialto Wealth Management first reported a position in SVC in Q2 2025 and has held it in 4 quarters since. The position peaked at $740 in Q3 2025. 203 funds tracked by Wall St. Rank hold SVC as of Q1 2026.

  • Rialto Wealth Management held 55 shares of Service Properties Trust worth $370 as of Q1 2026.
  • Rialto Wealth Management left its Service Properties Trust share count unchanged in Q1 2026.
  • Service Properties Trust made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1492 holding.
  • Rialto Wealth Management first reported a position in Service Properties Trust in Q2 2025 and has held it in 4 quarters since.
  • Rialto Wealth Management's Service Properties Trust position peaked at $740 in Q3 2025.
  • 203 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.