AW
BFS

Avion Wealth’s Saul Centers BFS Stock Holding History

Avion 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
Q2 		$2K Buy
65
+15
+30% +$524 ﹤0.01% 1027
2026
Q1 		$1K Hold
50
– – ﹤0.01% 975
2025
Q4 		$1K Buy
50
+34
+213% +$1.04K ﹤0.01% 976
2025
Q3 		$0 Buy
+16
New +$528 ﹤0.01% 1212
2025
Q2 		– Sell
-14
Closed – – 1178
2025
Q1 		$0 Buy
+14
New +$513 ﹤0.01% 1029
2024
Q4 		– Sell
-14
Closed – – 1013
2024
Q3 		$0 Hold
14
– – ﹤0.01% 1007
2024
Q2 		$0 Buy
+14
New +$512 ﹤0.01% 919

Other funds holding BFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Avion Wealth's BFS Position: Q2 2026 in Review

Avion Wealth increased its Saul Centers (BFS) stake by 30% in Q2 2026, buying an estimated $524 and bringing the position to 65 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

Avion Wealth first reported a position in BFS in Q2 2024 and has held it in 7 quarters since. 194 funds tracked by Wall St. Rank hold BFS as of Q2 2026.

  • Avion Wealth held 65 shares of Saul Centers worth $2K as of Q2 2026.
  • Avion Wealth bought 15 Saul Centers shares in Q2 2026, an estimated $524.
  • Saul Centers made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1027 holding.
  • Avion Wealth first reported a position in Saul Centers in Q2 2024 and has held it in 7 quarters since.
  • 194 funds tracked by Wall St. Rank held Saul Centers as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.