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Able Wealth Management’s Saul Centers BFS Stock Holding History

Able Wealth Management’s Portfolio BFS Stock Details BFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-7,107
Closed -$266K – 201
2026
Q2 		$266K Buy
+7,107
New +$248K 0.06% 119

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MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Able Wealth Management's BFS Position: Q3 2026 in Review

Able Wealth Management sold out of Saul Centers (BFS) in Q3 2026, closing a stake of 7,107 shares — an estimated $266K sold.

Able Wealth Management first reported a position in BFS in Q2 2026 and held it in 1 quarter. The position peaked at $266K in Q2 2026. 7 funds tracked by Wall St. Rank hold BFS as of Q3 2026.

  • Able Wealth Management reported no remaining Saul Centers position as of Q3 2026 after selling out during the quarter.
  • Able Wealth Management sold 7,107 Saul Centers shares in Q3 2026, an estimated $266K.
  • Able Wealth Management first reported a position in Saul Centers in Q2 2026 and held it in 1 quarter.
  • Able Wealth Management's Saul Centers position peaked at $266K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Saul Centers as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.