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SVC

Root Financial Partners’s Service Properties Trust SVC Stock Holding History

Root Financial Partners’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
-45
Closed -$305 – 2848
2026
Q1 		$305 Hold
45
– – ﹤0.01% 3028
2025
Q4 		$414 Hold
45
– – ﹤0.01% 2231
2025
Q3 		$610 Buy
+45
New +$610 ﹤0.01% 2128

Other funds holding SVC

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FFL
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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

Root Financial Partners's SVC Position: Q2 2026 in Review

Root Financial Partners sold out of Service Properties Trust (SVC) in Q2 2026, closing a stake of 45 shares — an estimated $305 sold.

Root Financial Partners first reported a position in SVC in Q3 2025 and held it in 3 quarters. The position peaked at $610 in Q3 2025. 223 funds tracked by Wall St. Rank hold SVC as of Q2 2026.

  • Root Financial Partners reported no remaining Service Properties Trust position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 45 Service Properties Trust shares in Q2 2026, an estimated $305.
  • Root Financial Partners first reported a position in Service Properties Trust in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Service Properties Trust position peaked at $610 in Q3 2025.
  • 223 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.