Rothschild Investment LLC’s Service Properties Trust SVC Stock Holding History

Rothschild Investment LLC’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	$7.21K	Buy	853 +760	+817%	+$5.98K	﹤0.01%	2071
2026 Q1	$627	Buy	93 +69	+288%	+$718	﹤0.01%	3048
2025 Q4	$221	Sell	24 -84	-78%	-$844	﹤0.01%	3096
2025 Q3	$1.46K	Sell	108 -22	-17%	-$298	﹤0.01%	2411
2025 Q2	$1.55K	Buy	130 +85	+189%	+$918	﹤0.01%	2222
2025 Q1	$587	Buy	45 +23	+105%	+$311	﹤0.01%	2569
2024 Q4	$279	Sell	22 -5	-19%	-$81	﹤0.01%	2711
2024 Q3	$616	Buy	27 +17	+170%	+$423	﹤0.01%	2407
2024 Q2	$257	Buy	10 +6	+150%	+$173	﹤0.01%	2379
2024 Q1	$136	Buy	+4	New	+$148	﹤0.01%	1989

Other funds holding SVC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Rothschild Investment LLC's SVC Position: Q2 2026 in Review

Rothschild Investment LLC increased its Service Properties Trust (SVC) stake by 817% in Q2 2026, buying an estimated $5.98K and bringing the position to 853 shares worth $7.21K. The position accounts for ﹤0.01% of the portfolio, ranked #2071.

Rothschild Investment LLC first reported a position in SVC in Q1 2024 and has held it in 10 quarters since. 77 funds tracked by Wall St. Rank hold SVC as of Q2 2026.

Rothschild Investment LLC held 853 shares of Service Properties Trust worth $7.21K as of Q2 2026.
Rothschild Investment LLC bought 760 Service Properties Trust shares in Q2 2026, an estimated $5.98K.
Service Properties Trust made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2071 holding.
Rothschild Investment LLC first reported a position in Service Properties Trust in Q1 2024 and has held it in 10 quarters since.
77 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.