SPIA
SVC

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
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

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

Steward Partners Investment Advisory's SVC Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Service Properties Trust (SVC) position steady in Q1 2026 at 0 shares worth $3. The position accounts for ﹤0.01% of the portfolio, ranked #4410.

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. 203 funds tracked by Wall St. Rank hold SVC as of Q1 2026.

  • Steward Partners Investment Advisory held 0 shares of Service Properties Trust worth $3 as of Q1 2026.
  • Steward Partners Investment Advisory left its Service Properties Trust share count unchanged in Q1 2026.
  • Service Properties Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #4410 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.
  • 203 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.