BWL
BFS

Bogart Wealth LLC’s Saul Centers BFS Stock Holding History

Bogart Wealth LLC’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
2025
Q3 		– Sell
-41
Closed -$1.4K – 1542
2025
Q2 		$1.4K Buy
41
+9
+28% +$303 ﹤0.01% 1165
2025
Q1 		$1.16K Buy
32
+7
+28% +$257 ﹤0.01% 1160
2024
Q4 		$959 Buy
25
+1
+4% +$40 ﹤0.01% 1205
2024
Q3 		$1.02K Hold
24
– – ﹤0.01% 1023
2024
Q2 		$882 Buy
+24
New +$878 ﹤0.01% 1011

Other funds holding BFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bogart Wealth LLC's BFS Position: Q3 2025 in Review

Bogart Wealth LLC sold out of Saul Centers (BFS) in Q3 2025, closing a stake of 41 shares — an estimated $1.4K sold.

Bogart Wealth LLC first reported a position in BFS in Q2 2024 and held it in 5 quarters. The position peaked at $1.4K in Q2 2025. 158 funds tracked by Wall St. Rank hold BFS as of Q3 2025.

  • Bogart Wealth LLC reported no remaining Saul Centers position as of Q3 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 41 Saul Centers shares in Q3 2025, an estimated $1.4K.
  • Bogart Wealth LLC first reported a position in Saul Centers in Q2 2024 and held it in 5 quarters.
  • Bogart Wealth LLC's Saul Centers position peaked at $1.4K in Q2 2025.
  • 158 funds tracked by Wall St. Rank held Saul Centers as of Q3 2025.

Based on Bogart Wealth LLC's 13F filing for Q3 2025, filed 27 Oct 2025.