Y-Intercept (HK)’s Service Properties Trust SVC Stock Holding History

Y-Intercept (HK)’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	-2,361	Closed	-$16K	–	2147
2026 Q1	$16K	Buy	+2,361	New	+$24.6K	﹤0.01%	1496
2025 Q1	–	Sell	-118,245	Closed	-$1.5M	–	1595
2024 Q4	$1.5M	Buy	118,245 +115,151	+3,722%	+$1.86M	0.1%	285
2024 Q3	$70.5K	Buy	+3,094	New	+$77K	﹤0.01%	1218
2024 Q2	–	Sell	-3,625	Closed	-$123K	–	1902
2024 Q1	$123K	Buy	+3,625	New	+$134K	0.01%	1254
2023 Q3	–	Sell	-2,478	Closed	-$108K	–	1571
2023 Q2	$108K	Buy	+2,478	New	+$109K	0.01%	1081
2021 Q3	–	Sell	-2,419	Closed	-$152K	–	899
2021 Q2	$152K	Buy	+2,419	New	+$150K	0.04%	551

Other funds holding SVC

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Baugh & Associates Atlanta, Georgia $226M AUM 41.8% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

FWP

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Y-Intercept (HK)'s SVC Position: Q2 2026 in Review

Y-Intercept (HK) sold out of Service Properties Trust (SVC) in Q2 2026, closing a stake of 2,361 shares — an estimated $16K sold.

Y-Intercept (HK) first reported a position in SVC in Q2 2021 and held it in 6 quarters. The position peaked at $1.5M in Q4 2024. 10 funds tracked by Wall St. Rank hold SVC as of Q2 2026.

Y-Intercept (HK) reported no remaining Service Properties Trust position as of Q2 2026 after selling out during the quarter.
Y-Intercept (HK) sold 2,361 Service Properties Trust shares in Q2 2026, an estimated $16K.
Y-Intercept (HK) first reported a position in Service Properties Trust in Q2 2021 and held it in 6 quarters.
Y-Intercept (HK)'s Service Properties Trust position peaked at $1.5M in Q4 2024.
10 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.