AF
BFS

Allworth Financial’s Saul Centers BFS Stock Holding History

Allworth Financial’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
Q1 		$12.3K Buy
379
+11
+3% +$364 ﹤0.01% 3364
2025
Q4 		$11.6K Buy
368
+331
+895% +$10.2K ﹤0.01% 3163
2025
Q3 		$1.18K Sell
37
-107
-74% -$3.53K ﹤0.01% 4201
2025
Q2 		$4.92K Sell
144
-4
-3% -$135 ﹤0.01% 3266
2025
Q1 		$4.83K Buy
148
+133
+887% +$4.87K ﹤0.01% 2778
2024
Q4 		$544 Hold
15
– – ﹤0.01% 3576
2024
Q3 		$630 Hold
15
– – ﹤0.01% 3364
2024
Q2 		$577 Sell
15
-66
-81% -$2.41K ﹤0.01% 3334
2024
Q1 		$3.12K Buy
+81
New +$3.08K ﹤0.01% 2615
2023
Q4 		– Sell
-6
Closed -$212 – 3474
2023
Q3 		$212 Hold
6
– – ﹤0.01% 3223
2023
Q2 		$221 Sell
6
-338
-98% -$12.2K ﹤0.01% 3077
2023
Q1 		$13.4K Buy
344
+341
+11,367% +$13.6K ﹤0.01% 1683
2022
Q4 		$122 Hold
3
– – ﹤0.01% 2897
2022
Q3 		$0 Buy
+3
New +$138 ﹤0.01% 2666
2022
Q2 		– Sell
-503
Closed -$27K – 2403
2022
Q1 		$27K Buy
+503
New +$24.7K ﹤0.01% 1122

Other funds holding BFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return