SW
SVC

SVB Wealth’s Service Properties Trust SVC Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-111
Closed -$1.45K – 1496
2025
Q1 		$1.45K Buy
+111
New +$1.5K ﹤0.01% 1293
2015
Q2 		– Sell
-1,314
Closed -$215K – 581
2015
Q1 		$215K Sell
1,314
-636
-33% -$102K 0.01% 519
2014
Q4 		$300K Buy
+1,950
New +$288K 0.01% 468

Other funds holding SVC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SAG
Susquehanna Advisors Group Bala Cynwyd, Pennsylvania $5.75B AUM 39.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return

SVB Wealth's SVC Position: Q2 2025 in Review

SVB Wealth sold out of Service Properties Trust (SVC) in Q2 2025, closing a stake of 111 shares — an estimated $1.45K sold.

SVB Wealth first reported a position in SVC in Q4 2014 and held it in 3 quarters. The position peaked at $300K in Q4 2014. 200 funds tracked by Wall St. Rank hold SVC as of Q2 2025.

  • SVB Wealth reported no remaining Service Properties Trust position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 111 Service Properties Trust shares in Q2 2025, an estimated $1.45K.
  • SVB Wealth first reported a position in Service Properties Trust in Q4 2014 and held it in 3 quarters.
  • SVB Wealth's Service Properties Trust position peaked at $300K in Q4 2014.
  • 200 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.