Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Saul Centers BFS Stock Holding History

Carson Wealth (CWM 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
2026
Q1 		$46.5K Sell
1,427
-17
-1% -$563 ﹤0.01% 3874
2025
Q4 		$46K Buy
1,444
+381
+36% +$11.7K ﹤0.01% 3656
2025
Q3 		$34K Buy
1,063
+215
+25% +$7.1K ﹤0.01% 3797
2025
Q2 		$29K Buy
848
+435
+105% +$14.7K ﹤0.01% 3662
2025
Q1 		$15K Sell
413
-260
-39% -$9.53K ﹤0.01% 3859
2024
Q4 		$26K Sell
673
-34
-5% -$1.36K ﹤0.01% 3254
2024
Q3 		$30K Buy
707
+278
+65% +$10.9K ﹤0.01% 3086
2024
Q2 		$16K Buy
429
+402
+1,489% +$14.7K ﹤0.01% 3250
2024
Q1 		$1K Sell
27
-205
-88% -$7.79K ﹤0.01% 4079
2023
Q4 		$9K Buy
232
+155
+201% +$5.68K ﹤0.01% 3226
2023
Q3 		$3K Hold
77
– – ﹤0.01% 3633
2023
Q2 		$3K Buy
77
+27
+54% +$971 ﹤0.01% 3603
2023
Q1 		$2K Sell
50
-52
-51% -$2.08K ﹤0.01% 3616
2022
Q4 		$4K Buy
102
+34
+50% +$1.38K ﹤0.01% 3264
2022
Q3 		$3K Buy
68
+18
+36% +$830 ﹤0.01% 3267
2022
Q2 		$2K Sell
50
-251
-83% -$12.4K ﹤0.01% 3303
2022
Q1 		$16K Buy
301
+251
+502% +$12.3K ﹤0.01% 2212
2021
Q4 		$3K Buy
+50
New +$2.49K ﹤0.01% 2940
2021
Q2 		$2K Hold
50
– – ﹤0.01% 2619
2021
Q1 		$2K Hold
50
– – ﹤0.01% 2619
2020
Q4 		$2K Hold
50
– – ﹤0.01% 2619
2020
Q3 		$2K Hold
50
– – ﹤0.01% 2619
2020
Q2 		$2K Hold
50
– – ﹤0.01% 2619
2020
Q1 		$2K Hold
50
– – ﹤0.01% 2619
2019
Q4 		$2K Hold
50
– – ﹤0.01% 2619
2019
Q3 		$2K Hold
50
– – ﹤0.01% 2619
2019
Q2 		$2K Hold
50
– – ﹤0.01% 2619
2019
Q1 		$2K Buy
+50
New +$2.65K ﹤0.01% 2619

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 $3.38T AUM 44.17% 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

Carson Wealth (CWM LLC)'s BFS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Saul Centers (BFS) stake by 1.2% in Q1 2026, selling an estimated $563 and leaving 1,427 shares worth $46.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3874.

Carson Wealth (CWM LLC) first reported a position in BFS in Q1 2019 and has held it in 28 quarters since. 182 funds tracked by Wall St. Rank hold BFS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,427 shares of Saul Centers worth $46.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 17 Saul Centers shares in Q1 2026, an estimated $563.
  • Saul Centers made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3874 holding.
  • Carson Wealth (CWM LLC) first reported a position in Saul Centers in Q1 2019 and has held it in 28 quarters since.
  • 182 funds tracked by Wall St. Rank held Saul Centers as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.