TFA
SVC

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

Transamerica 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 		– Sell
-10
Closed -$65 – 2277
2026
Q1 		$65 Buy
+10
New +$104 ﹤0.01% 1818
2024
Q3 		– Hold
0
– -$1K – 658
2024
Q2 		– Hold
0
– – – 525
2024
Q1 		– Hold
0
– – – 570
2023
Q4 		– Hold
0
– – – 584
2023
Q3 		– Hold
0
– – – 604
2023
Q2 		– Hold
0
– – – 573
2023
Q1 		– Hold
0
– – – 559
2022
Q4 		– Hold
0
– – – 646
2022
Q3 		– Hold
0
– – – 606
2022
Q2 		– Hold
0
– – – 613
2015
Q4 		– Hold
0
– -$1K – 867
2015
Q3 		– Sell
-2,867
Closed -$388K – 791
2015
Q2 		$411K Buy
2,867
+350
+14% +$53.2K 0.03% 249
2015
Q1 		$413K Sell
2,517
-21
-0.8% -$3.35K 0.03% 250
2014
Q4 		$391K Sell
2,538
-115
-4% -$17K 0.03% 219
2014
Q3 		$354K Sell
2,653
-371
-12% -$53.7K 0.03% 206
2014
Q2 		$457K Sell
3,024
-384
-11% -$56.1K 0.04% 184
2014
Q1 		$486K Sell
3,408
-776
-19% -$103K 0.05% 158
2013
Q4 		$562K Sell
4,184
-503
-11% -$70K 0.06% 141
2013
Q3 		$659K Buy
+4,687
New +$649K 0.09% 126

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

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

Transamerica Financial Advisors sold out of Service Properties Trust (SVC) in Q2 2026, closing a stake of 10 shares — an estimated $65 sold.

Transamerica Financial Advisors first reported a position in SVC in Q3 2013 and held it in 9 quarters. The position peaked at $659K in Q3 2013. 222 funds tracked by Wall St. Rank hold SVC as of Q2 2026.

  • Transamerica Financial Advisors reported no remaining Service Properties Trust position as of Q2 2026 after selling out during the quarter.
  • Transamerica Financial Advisors sold 10 Service Properties Trust shares in Q2 2026, an estimated $65.
  • Transamerica Financial Advisors first reported a position in Service Properties Trust in Q3 2013 and held it in 9 quarters.
  • Transamerica Financial Advisors's Service Properties Trust position peaked at $659K in Q3 2013.
  • 222 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2026.

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