Steward Partners Investment Advisory’s Service Properties Trust SVC Stock Holding History

Steward Partners Investment Advisory’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	–	Hold	0	–	–	–	4645
2026 Q1	–	Hold	0	–	–	–	4410
2025 Q4	–	Hold	0	–	–	–	4301
2025 Q3	–	Hold	0	–	–	–	4249
2025 Q2	–	Hold	0	–	–	–	4106
2025 Q1	–	Sell	-200	Closed	-$2.71K	–	4007
2024 Q4	$2.54K	Hold	200	–	–	﹤0.01%	3575
2024 Q3	$4.57K	Buy	200 +199	+19,900%	+$4.95K	﹤0.01%	3214
2024 Q2	$19	Hold	1	–	–	﹤0.01%	3593
2024 Q1	$25	Hold	1	–	–	﹤0.01%	3542
2023 Q4	$32	Hold	1	–	–	﹤0.01%	3472
2023 Q3	$29	Sell	1 -70	-99%	-$2.91K	﹤0.01%	3352
2023 Q2	$3.07K	Hold	71	–	–	﹤0.01%	2941
2023 Q1	$3.52K	Hold	71	–	–	﹤0.01%	2894
2022 Q4	$2.58K	Sell	71 -140	-66%	-$5.14K	﹤0.01%	2964
2022 Q3	$5K	Hold	211	–	–	﹤0.01%	2787
2022 Q2	$6K	Hold	211	–	–	﹤0.01%	2721
2022 Q1	$9K	Buy	211 +70	+50%	+$3.05K	﹤0.01%	2716
2021 Q4	$6K	Hold	141	–	–	﹤0.01%	2785
2021 Q3	$8K	Sell	141 -123	-47%	-$7K	﹤0.01%	2690
2021 Q2	$17K	Buy	264 +71	+37%	+$4.4K	﹤0.01%	5314
2021 Q1	$11.4K	Sell	193 -446	-70%	-$26.8K	﹤0.01%	2726
2020 Q4	$37K	Sell	639 -72	-10%	-$3.66K	﹤0.01%	1817
2020 Q3	$28K	Sell	711 -256	-26%	-$9.75K	﹤0.01%	1761
2020 Q2	$34K	Hold	967	–	–	﹤0.01%	1575
2020 Q1	$26K	Sell	967 -321	-25%	-$28.8K	﹤0.01%	1512
2019 Q4	$156K	Buy	1,288 +109	+9%	+$13.3K	﹤0.01%	962
2019 Q3	$152K	Buy	1,179 +11	+0.9%	+$1.36K	0.01%	938
2019 Q2	$146K	Buy	+1,168	New	+$150K	0.01%	914
2018 Q4	–	Sell	-827	Closed	-$119K	–	1992
2018 Q3	$119K	Buy	827 +455	+122%	+$65.2K	0.01%	874
2018 Q2	$53K	Buy	372 +71	+24%	+$9.59K	﹤0.01%	1086
2018 Q1	$38K	Buy	+301	New	+$40.5K	﹤0.01%	1102

Other funds holding SVC

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 Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Foursixthree Capital New York $485M AUM 117.01% 1-Year Est. Return

Steward Partners Investment Advisory's SVC Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Service Properties Trust (SVC) position steady in Q2 2026 at 0 shares worth $3. The position accounts for ﹤0.01% of the portfolio, ranked #4645.

Steward Partners Investment Advisory first reported a position in SVC in Q1 2018 and has held it in 26 quarters since. The position peaked at $156K in Q4 2019. 223 funds tracked by Wall St. Rank hold SVC as of Q2 2026.

Steward Partners Investment Advisory held 0 shares of Service Properties Trust worth $3 as of Q2 2026.
Steward Partners Investment Advisory left its Service Properties Trust share count unchanged in Q2 2026.
Service Properties Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4645 holding.
Steward Partners Investment Advisory first reported a position in Service Properties Trust in Q1 2018 and has held it in 26 quarters since.
Steward Partners Investment Advisory's Service Properties Trust position peaked at $156K in Q4 2019.
223 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.