CAL
BFS

Capital Advisors Ltd’s Saul Centers BFS Stock Holding History

Capital Advisors Ltd’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
-335
Closed -$11K – 1368
2025
Q4 		$11K Buy
+335
New +$10.3K ﹤0.01% 777
2025
Q1 		– Sell
-35
Closed -$1K – 1344
2024
Q4 		$1K Buy
35
+26
+289% +$1.04K ﹤0.01% 1144
2024
Q3 		$0 Hold
9
– – ﹤0.01% 1376
2024
Q2 		$0 Hold
9
– – ﹤0.01% 1384
2024
Q1 		$0 Hold
9
– – ﹤0.01% 1356
2023
Q4 		$0 Hold
9
– – ﹤0.01% 1293
2023
Q3 		$0 Hold
9
– – ﹤0.01% 1287
2023
Q2 		$0 Buy
+9
New +$324 ﹤0.01% 1294

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Capital Advisors Ltd's BFS Position: Q1 2026 in Review

Capital Advisors Ltd sold out of Saul Centers (BFS) in Q1 2026, closing a stake of 335 shares — an estimated $11K sold.

Capital Advisors Ltd first reported a position in BFS in Q2 2023 and held it in 8 quarters. The position peaked at $11K in Q4 2025. 182 funds tracked by Wall St. Rank hold BFS as of Q1 2026.

  • Capital Advisors Ltd reported no remaining Saul Centers position as of Q1 2026 after selling out during the quarter.
  • Capital Advisors Ltd sold 335 Saul Centers shares in Q1 2026, an estimated $11K.
  • Capital Advisors Ltd first reported a position in Saul Centers in Q2 2023 and held it in 8 quarters.
  • Capital Advisors Ltd's Saul Centers position peaked at $11K in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Saul Centers as of Q1 2026.

Based on Capital Advisors Ltd's 13F filing for Q1 2026, filed 16 Apr 2026.