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 Q2	$2.58K	Sell	69 -235	-77%	-$8.21K	﹤0.01%	3617
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 New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EverSource Wealth Advisors's BFS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Saul Centers (BFS) stake by 77% in Q2 2026, selling an estimated $8.21K and leaving 69 shares worth $2.58K. The position accounts for ﹤0.01% of the portfolio, ranked #3617.

EverSource Wealth Advisors first reported a position in BFS in Q3 2023 and has held it in 12 quarters since. The position peaked at $11.6K in Q3 2025. 194 funds tracked by Wall St. Rank hold BFS as of Q2 2026.

EverSource Wealth Advisors held 69 shares of Saul Centers worth $2.58K as of Q2 2026.
EverSource Wealth Advisors sold 235 Saul Centers shares in Q2 2026, an estimated $8.21K.
Saul Centers made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3617 holding.
EverSource Wealth Advisors first reported a position in Saul Centers in Q3 2023 and has held it in 12 quarters since.
EverSource Wealth Advisors's Saul Centers position peaked at $11.6K in Q3 2025.
194 funds tracked by Wall St. Rank held Saul Centers as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.