Essential Partners’s Saul Centers BFS Stock Holding History

Essential Partners’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 Q3	$1.2K	Sell	40 -29	-42%	-$977	﹤0.01%	2117
2026 Q2	$2.58K	Buy	69 +23	+50%	+$803	﹤0.01%	1867
2026 Q1	$1.5K	Buy	46 +1	+2%	+$33	﹤0.01%	2103
2025 Q4	$1.42K	Sell	45 -171	-79%	-$5.25K	﹤0.01%	1914
2025 Q3	$6.88K	Buy	216 +191	+764%	+$6.31K	﹤0.01%	1297
2025 Q2	$854	Buy	+25	New	+$843	﹤0.01%	1553

Other funds holding BFS

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's BFS Position: Q3 2026 in Review

Essential Partners reduced its Saul Centers (BFS) stake by 42% in Q3 2026, selling an estimated $977 and leaving 40 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2117.

Essential Partners first reported a position in BFS in Q2 2025 and has held it in 6 quarters since. The position peaked at $6.88K in Q3 2025. 9 funds tracked by Wall St. Rank hold BFS as of Q3 2026.

Essential Partners held 40 shares of Saul Centers worth $1.2K as of Q3 2026.
Essential Partners sold 29 Saul Centers shares in Q3 2026, an estimated $977.
Saul Centers made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2117 holding.
Essential Partners first reported a position in Saul Centers in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Saul Centers position peaked at $6.88K in Q3 2025.
9 funds tracked by Wall St. Rank held Saul Centers as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.