BIM
BFS

Breakwater Investment Management’s Saul Centers BFS Stock Holding History

Breakwater Investment Management’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
Q4 		– Sell
-15
Closed -$479 – 513
2025
Q3 		$479 Buy
+15
New +$495 ﹤0.01% 462

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Adage Capital Partners
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Principal Financial Group
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Breakwater Investment Management's BFS Position: Q4 2025 in Review

Breakwater Investment Management sold out of Saul Centers (BFS) in Q4 2025, closing a stake of 15 shares — an estimated $479 sold.

Breakwater Investment Management first reported a position in BFS in Q3 2025 and held it in 1 quarter. The position peaked at $479 in Q3 2025. 176 funds tracked by Wall St. Rank hold BFS as of Q4 2025.

  • Breakwater Investment Management reported no remaining Saul Centers position as of Q4 2025 after selling out during the quarter.
  • Breakwater Investment Management sold 15 Saul Centers shares in Q4 2025, an estimated $479.
  • Breakwater Investment Management first reported a position in Saul Centers in Q3 2025 and held it in 1 quarter.
  • Breakwater Investment Management's Saul Centers position peaked at $479 in Q3 2025.
  • 176 funds tracked by Wall St. Rank held Saul Centers as of Q4 2025.

Based on Breakwater Investment Management's 13F filing for Q4 2025, filed 2 Feb 2026.