Corient Private Wealth
BFS

Corient Private Wealth’s Saul Centers BFS Stock Holding History

Corient Private Wealth’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
Q2 		– Sell
-7,166
Closed -$258K – 2446
2025
Q1 		$258K Sell
7,166
-70
-1% -$2.56K ﹤0.01% 1934
2024
Q4 		$281K Hold
7,236
– – ﹤0.01% 1925
2024
Q3 		$304K Buy
7,236
+138
+2% +$5.43K ﹤0.01% 2004
2024
Q2 		$261K Hold
7,098
– – ﹤0.01% 1990
2024
Q1 		$273K Hold
7,098
– – ﹤0.01% 1942
2023
Q4 		$279K Sell
7,098
-42
-0.6% -$1.54K ﹤0.01% 1901
2023
Q3 		$252K Sell
7,140
-133
-2% -$4.96K ﹤0.01% 1822
2023
Q2 		$268K Buy
7,273
+1,067
+17% +$38.4K ﹤0.01% 1751
2023
Q1 		$242K Buy
+6,206
New +$248K ﹤0.01% 1705

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Corient Private Wealth's BFS Position: Q2 2025 in Review

Corient Private Wealth sold out of Saul Centers (BFS) in Q2 2025, closing a stake of 7,166 shares — an estimated $258K sold.

Corient Private Wealth first reported a position in BFS in Q1 2023 and held it in 9 quarters. The position peaked at $304K in Q3 2024. 169 funds tracked by Wall St. Rank hold BFS as of Q2 2025.

  • Corient Private Wealth reported no remaining Saul Centers position as of Q2 2025 after selling out during the quarter.
  • Corient Private Wealth sold 7,166 Saul Centers shares in Q2 2025, an estimated $258K.
  • Corient Private Wealth first reported a position in Saul Centers in Q1 2023 and held it in 9 quarters.
  • Corient Private Wealth's Saul Centers position peaked at $304K in Q3 2024.
  • 169 funds tracked by Wall St. Rank held Saul Centers as of Q2 2025.

Based on Corient Private Wealth's 13F filing for Q2 2025, filed 15 Aug 2025.