EWA
BFS

EverSource Wealth Advisors’s Saul Centers BFS Stock Holding History

EverSource Wealth Advisors’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
Q1 		$9.9K Hold
304
– – ﹤0.01% 2924
2025
Q4 		$9.59K Sell
304
-60
-16% -$1.84K ﹤0.01% 2818
2025
Q3 		$11.6K Buy
364
+76
+26% +$2.51K ﹤0.01% 2733
2025
Q2 		$9.83K Buy
288
+252
+700% +$8.5K ﹤0.01% 2817
2025
Q1 		$1.3K Buy
36
+22
+157% +$806 ﹤0.01% 3126
2024
Q4 		$543 Hold
14
– – ﹤0.01% 3165
2024
Q3 		$587 Hold
14
– – ﹤0.01% 2837
2024
Q2 		$554 Sell
14
-13
-48% -$475 ﹤0.01% 2867
2024
Q1 		$983 Buy
27
+13
+93% +$494 ﹤0.01% 2587
2023
Q4 		$550 Sell
14
-36
-72% -$1.32K ﹤0.01% 2504
2023
Q3 		$1.76K Buy
+50
New +$1.87K ﹤0.01% 2047

Other funds holding BFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return