AssetMark Inc
BFS

AssetMark Inc’s Saul Centers BFS Stock Holding History

AssetMark Inc’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 		$24.1K Sell
740
-8
-1% -$265 ﹤0.01% 1987
2025
Q4 		$23.6K Buy
748
+469
+168% +$14.4K ﹤0.01% 1946
2025
Q3 		$8.89K Sell
279
-103
-27% -$3.4K ﹤0.01% 2152
2025
Q2 		$13K Buy
382
+277
+264% +$9.34K ﹤0.01% 1904
2025
Q1 		$3.79K Sell
105
-1,231
-92% -$45.1K ﹤0.01% 2050
2024
Q4 		$51.8K Buy
1,336
+1,237
+1,249% +$49.6K ﹤0.01% 1414
2024
Q3 		$4.15K Buy
99
+96
+3,200% +$3.78K ﹤0.01% 1757
2024
Q2 		$110 Buy
+3
New +$110 ﹤0.01% 2033
2018
Q1 		– Sell
-27
Closed -$2K – 1464
2017
Q4 		$2K Buy
27
+12
+80% +$751 ﹤0.01% 1426
2017
Q3 		$1K Buy
+15
New +$905 ﹤0.01% 1322

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VCM
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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