CSPIA
BFS

Cary Street Partners Investment Advisory’s Saul Centers BFS Stock Holding History

Cary Street Partners Investment Advisory’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 		$5.83K Sell
156
-61
-28% -$2.13K ﹤0.01% 710
2026
Q1 		$7.07K Buy
217
+77
+55% +$2.55K ﹤0.01% 646
2025
Q4 		$4.41K Buy
+140
New +$4.3K ﹤0.01% 646
2025
Q3 		– Sell
-23
Closed -$785 – 611
2025
Q2 		$785 Buy
+23
New +$776 ﹤0.01% 584
2024
Q4 		– Sell
-66,000
Closed -$2.77M – 525
2024
Q3 		$2.77M Buy
66,000
+1,710
+3% +$67.3K 0.1% 221
2024
Q2 		$2.36M Sell
64,290
-350
-0.5% -$12.8K 0.1% 225
2024
Q1 		$2.49M Sell
64,640
-1,840
-3% -$69.9K 0.11% 213
2023
Q4 		$2.61M Sell
66,480
-340
-0.5% -$12.5K 0.12% 191
2023
Q3 		$2.36M Sell
66,820
-400
-0.6% -$14.9K 0.13% 193
2023
Q2 		$2.48M Sell
67,220
-650
-1% -$23.4K 0.16% 161
2023
Q1 		$2.65M Sell
67,870
-175
-0.3% -$7K 0.19% 143
2022
Q4 		$2.77M Buy
68,045
+750
+1% +$30.4K 0.2% 126
2022
Q3 		$2.52M Buy
67,295
+8,675
+15% +$400K 0.21% 123
2022
Q2 		$2.76M Buy
+58,620
New +$2.89M 0.23% 108

Other funds holding BFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
DA
Denali Advisors San Diego, California $993M AUM 34.77% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
AA
AlphaCentric Advisors San Juan, Puerto Rico $118M AUM

Cary Street Partners Investment Advisory's BFS Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its Saul Centers (BFS) stake by 28% in Q2 2026, selling an estimated $2.13K and leaving 156 shares worth $5.83K. The position accounts for ﹤0.01% of the portfolio, ranked #710.

Cary Street Partners Investment Advisory first reported a position in BFS in Q2 2022 and has held it in 14 quarters since. The position peaked at $2.77M in Q3 2024. 101 funds tracked by Wall St. Rank hold BFS as of Q2 2026.

  • Cary Street Partners Investment Advisory held 156 shares of Saul Centers worth $5.83K as of Q2 2026.
  • Cary Street Partners Investment Advisory sold 61 Saul Centers shares in Q2 2026, an estimated $2.13K.
  • Saul Centers made up ﹤0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #710 holding.
  • Cary Street Partners Investment Advisory first reported a position in Saul Centers in Q2 2022 and has held it in 14 quarters since.
  • Cary Street Partners Investment Advisory's Saul Centers position peaked at $2.77M in Q3 2024.
  • 101 funds tracked by Wall St. Rank held Saul Centers as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.