APW
BFS

Atlantic Private Wealth’s Saul Centers BFS Stock Holding History

Atlantic Private Wealth’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 		– Sell
-500
Closed -$15.8K – 326
2025
Q4 		$15.8K Hold
500
– – 0.01% 181
2025
Q3 		$15.9K Hold
500
– – 0.01% 163
2025
Q2 		$17.1K Hold
500
– – 0.01% 161
2025
Q1 		$18K Hold
500
– – 0.01% 162
2024
Q4 		$19.4K Hold
500
– – 0.01% 143
2024
Q3 		$21K Buy
+500
New +$19.7K 0.02% 133

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

Atlantic Private Wealth's BFS Position: Q1 2026 in Review

Atlantic Private Wealth sold out of Saul Centers (BFS) in Q1 2026, closing a stake of 500 shares — an estimated $15.8K sold.

Atlantic Private Wealth first reported a position in BFS in Q3 2024 and held it in 6 quarters. The position peaked at $21K in Q3 2024. 182 funds tracked by Wall St. Rank hold BFS as of Q1 2026.

  • Atlantic Private Wealth reported no remaining Saul Centers position as of Q1 2026 after selling out during the quarter.
  • Atlantic Private Wealth sold 500 Saul Centers shares in Q1 2026, an estimated $15.8K.
  • Atlantic Private Wealth first reported a position in Saul Centers in Q3 2024 and held it in 6 quarters.
  • Atlantic Private Wealth's Saul Centers position peaked at $21K in Q3 2024.
  • 182 funds tracked by Wall St. Rank held Saul Centers as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.