SOA Wealth Advisors’s Service Properties Trust SVC Stock Holding History

SOA Wealth 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 Q3	$386	Buy	+60	New	+$469	﹤0.01%	793
2026 Q2	–	Sell	-60	Closed	-$407	–	942
2026 Q1	$407	Hold	60	–	–	﹤0.01%	785
2025 Q4	$552	Hold	60	–	–	﹤0.01%	777
2025 Q3	$813	Hold	60	–	–	﹤0.01%	776
2025 Q2	$717	Hold	60	–	–	﹤0.01%	770
2025 Q1	$783	Hold	60	–	–	﹤0.01%	760
2024 Q4	$762	Hold	60	–	–	﹤0.01%	753
2024 Q3	$1.37K	Hold	60	–	–	﹤0.01%	699
2024 Q2	$1.54K	Hold	60	–	–	﹤0.01%	699
2024 Q1	$2.03K	Hold	60	–	–	﹤0.01%	708
2023 Q4	$2.56K	Hold	60	–	–	﹤0.01%	672
2023 Q3	$2.31K	Hold	60	–	–	﹤0.01%	702
2023 Q2	$2.61K	Hold	60	–	–	﹤0.01%	695
2023 Q1	$2.99K	Hold	60	–	–	﹤0.01%	680
2022 Q4	$2.19K	Hold	60	–	–	﹤0.01%	729
2022 Q3	$1K	Hold	60	–	–	﹤0.01%	799
2022 Q2	$1K	Hold	60	–	–	﹤0.01%	785
2022 Q1	$2K	Hold	60	–	–	﹤0.01%	822
2021 Q4	$2K	Hold	60	–	–	﹤0.01%	791
2021 Q3	$3K	Hold	60	–	–	﹤0.01%	765
2021 Q2	$3K	Hold	60	–	–	﹤0.01%	741
2021 Q1	$3K	Hold	60	–	–	﹤0.01%	691
2020 Q4	$3K	Buy	+60	New	+$3.05K	﹤0.01%	676

Other funds holding SVC

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

SOA Wealth Advisors's SVC Position: Q3 2026 in Review

SOA Wealth Advisors opened a new position in Service Properties Trust (SVC) in Q3 2026: 60 shares worth $386. The stake represents ﹤0.01% of the portfolio and ranks #793 among its holdings. This is a return to the name: SOA Wealth Advisors previously reported a position in SVC as recently as Q1 2026.

SOA Wealth Advisors first reported a position in SVC in Q4 2020 and has held it in 23 quarters since. The position peaked at $3K in Q3 2021. 116 funds tracked by Wall St. Rank hold SVC as of Q3 2026.

SOA Wealth Advisors held 60 shares of Service Properties Trust worth $386 as of Q3 2026.
Service Properties Trust was a new SOA Wealth Advisors position in Q3 2026.
Service Properties Trust made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q3 2026, its #793 holding.
SOA Wealth Advisors first reported a position in Service Properties Trust in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Service Properties Trust position peaked at $3K in Q3 2021.
116 funds tracked by Wall St. Rank held Service Properties Trust as of Q3 2026.

Based on SOA Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.