BIA
BFS

Beacon Investment Advisors’s Saul Centers BFS Stock Holding History

Beacon Investment Advisors’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 		$1.2M Buy
32,093
+301
+0.9% +$10.5K 0.38% 70
2026
Q1 		$1.04M Sell
31,792
-411
-1% -$13.6K 0.39% 72
2025
Q4 		$1.02M Buy
32,203
+77
+0.2% +$2.37K 0.41% 70
2025
Q3 		$1.02M Buy
32,126
+892
+3% +$29.4K 0.42% 71
2025
Q2 		$1.07M Buy
31,234
+383
+1% +$12.9K 0.46% 62
2025
Q1 		$1.11M Buy
30,851
+226
+0.7% +$8.28K 0.53% 60
2024
Q4 		$1.19M Buy
30,625
+244
+0.8% +$9.78K 0.56% 54
2024
Q3 		$1.27M Buy
30,381
+2,648
+10% +$104K 0.6% 51
2024
Q2 		$1.02M Buy
27,733
+839
+3% +$30.7K 0.52% 59
2024
Q1 		$1.04M Buy
26,894
+1,784
+7% +$67.8K 0.59% 55
2023
Q4 		$986K Buy
25,110
+181
+0.7% +$6.63K 0.63% 47
2023
Q3 		$879K Buy
24,929
+374
+2% +$14K 0.62% 51
2023
Q2 		$904K Sell
24,555
-1,339
-5% -$48.1K 0.62% 50
2023
Q1 		$1.01M Buy
25,894
+368
+1% +$14.7K 0.74% 45
2022
Q4 		$1.04M Buy
+25,526
New +$1.03M 0.87% 35

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

Beacon Investment Advisors's BFS Position: Q2 2026 in Review

Beacon Investment Advisors increased its Saul Centers (BFS) stake by 0.95% in Q2 2026, buying an estimated $10.5K and bringing the position to 32,093 shares worth $1.2M. The position accounts for 0.38% of the portfolio, ranked #70.

Beacon Investment Advisors first reported a position in BFS in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.27M in Q3 2024. 194 funds tracked by Wall St. Rank hold BFS as of Q2 2026.

  • Beacon Investment Advisors held 32,093 shares of Saul Centers worth $1.2M as of Q2 2026.
  • Beacon Investment Advisors bought 301 Saul Centers shares in Q2 2026, an estimated $10.5K.
  • Saul Centers made up 0.38% of Beacon Investment Advisors's portfolio in Q2 2026, its #70 holding.
  • Beacon Investment Advisors first reported a position in Saul Centers in Q4 2022 and has held it in 15 quarters since.
  • Beacon Investment Advisors's Saul Centers position peaked at $1.27M in Q3 2024.
  • 194 funds tracked by Wall St. Rank held Saul Centers as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.