Creative Planning
BFS

Creative Planning’s Saul Centers BFS Stock Holding History

Creative Planning’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 		$703K Sell
18,794
-3,637
-16% -$127K ﹤0.01% 2923
2026
Q1 		$731K Buy
22,431
+4,401
+24% +$146K ﹤0.01% 2720
2025
Q4 		$568K Buy
+18,030
New +$554K ﹤0.01% 2726
2025
Q3 		– Sell
-10,000
Closed -$341K – 3922
2025
Q2 		$341K Buy
+10,000
New +$337K ﹤0.01% 2780

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

Creative Planning's BFS Position: Q2 2026 in Review

Creative Planning reduced its Saul Centers (BFS) stake by 16% in Q2 2026, selling an estimated $127K and leaving 18,794 shares worth $703K. The position accounts for ﹤0.01% of the portfolio, ranked #2923.

Creative Planning first reported a position in BFS in Q2 2025 and has held it in 4 quarters since. The position peaked at $731K in Q1 2026. 195 funds tracked by Wall St. Rank hold BFS as of Q2 2026.

  • Creative Planning held 18,794 shares of Saul Centers worth $703K as of Q2 2026.
  • Creative Planning sold 3,637 Saul Centers shares in Q2 2026, an estimated $127K.
  • Saul Centers made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2923 holding.
  • Creative Planning first reported a position in Saul Centers in Q2 2025 and has held it in 4 quarters since.
  • Creative Planning's Saul Centers position peaked at $731K in Q1 2026.
  • 195 funds tracked by Wall St. Rank held Saul Centers as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.