SFA
SVC

Sequoia Financial Advisors’s Service Properties Trust SVC Stock Holding History

Sequoia Financial Advisors’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 		$66K Buy
+7,810
New +$61.4K ﹤0.01% 2108
2024
Q4 		– Sell
-2,073
Closed -$47.3K – 1414
2024
Q3 		$47.3K Sell
2,073
-556
-21% -$13.8K ﹤0.01% 1254
2024
Q2 		$67.6K Buy
+2,629
New +$75.6K ﹤0.01% 1184
2022
Q2 		– Sell
-2,065
Closed -$91K – 675
2022
Q1 		$91K Buy
+2,065
New +$89.9K ﹤0.01% 644
2017
Q2 		– Sell
-1,341
Closed -$211K – 299
2017
Q1 		$211K Buy
+1,341
New +$210K 0.03% 253

Other funds holding SVC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HPM
Helix Partners Management New York $744M AUM 62.28% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
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

Sequoia Financial Advisors's SVC Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Service Properties Trust (SVC) in Q2 2026: 7,810 shares worth $66K. The stake represents ﹤0.01% of the portfolio and ranks #2108 among its holdings. This is a return to the name: Sequoia Financial Advisors previously reported a position in SVC as recently as Q3 2024.

Sequoia Financial Advisors first reported a position in SVC in Q1 2017 and has held it in 5 quarters since. The position peaked at $211K in Q1 2017. 223 funds tracked by Wall St. Rank hold SVC as of Q2 2026.

  • Sequoia Financial Advisors held 7,810 shares of Service Properties Trust worth $66K as of Q2 2026.
  • Service Properties Trust was a new Sequoia Financial Advisors position in Q2 2026.
  • Service Properties Trust made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #2108 holding.
  • Sequoia Financial Advisors first reported a position in Service Properties Trust in Q1 2017 and has held it in 5 quarters since.
  • Sequoia Financial Advisors's Service Properties Trust position peaked at $211K in Q1 2017.
  • 223 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.