RFP
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
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

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

Root Financial Partners's SVC Position: Q1 2026 in Review

Root Financial Partners held its Service Properties Trust (SVC) position steady in Q1 2026 at 45 shares worth $305. The position accounts for ﹤0.01% of the portfolio, ranked #3028.

Root Financial Partners first reported a position in SVC in Q3 2025 and has held it in 3 quarters since. The position peaked at $610 in Q3 2025. 203 funds tracked by Wall St. Rank hold SVC as of Q1 2026.

  • Root Financial Partners held 45 shares of Service Properties Trust worth $305 as of Q1 2026.
  • Root Financial Partners left its Service Properties Trust share count unchanged in Q1 2026.
  • Service Properties Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3028 holding.
  • Root Financial Partners first reported a position in Service Properties Trust in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Service Properties Trust position peaked at $610 in Q3 2025.
  • 203 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.