DiNuzzo Private Wealth’s Saul Centers BFS Stock Holding History

DiNuzzo 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
2026 Q2	$22.4K	Hold	600	–	–	﹤0.01%	196
2026 Q1	$19.5K	Hold	600	–	–	﹤0.01%	199
2025 Q4	$18.9K	Hold	600	–	–	﹤0.01%	202
2025 Q3	$20.5K	Hold	600	–	–	﹤0.01%	186
2025 Q2	$20.5K	Hold	600	–	–	﹤0.01%	187
2025 Q1	$21.6K	Hold	600	–	–	﹤0.01%	175
2024 Q4	$23.3K	Hold	600	–	–	﹤0.01%	165
2024 Q3	$25.2K	Buy	+600	New	+$23.6K	﹤0.01%	173

Other funds holding BFS

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return