HIW
BFS

Holos Integrated Wealth’s Saul Centers BFS Stock Holding History

Holos Integrated 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 		$15.2K Hold
414
– – 0.01% 233
2026
Q1 		$13.9K Hold
414
– – 0.01% 235
2025
Q4 		$13.1K Hold
414
– – 0.01% 189
2025
Q3 		$12.5K Hold
414
– – 0.01% 182
2025
Q2 		$13.5K Hold
414
– – 0.01% 177
2025
Q1 		$14.9K Hold
414
– – 0.01% 172
2024
Q4 		$16.1K Buy
+414
New +$16.6K 0.01% 164

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

Holos Integrated Wealth's BFS Position: Q2 2026 in Review

Holos Integrated Wealth held its Saul Centers (BFS) position steady in Q2 2026 at 414 shares worth $15.2K. The position accounts for 0.01% of the portfolio, ranked #233.

Holos Integrated Wealth first reported a position in BFS in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.1K in Q4 2024. 194 funds tracked by Wall St. Rank hold BFS as of Q2 2026.

  • Holos Integrated Wealth held 414 shares of Saul Centers worth $15.2K as of Q2 2026.
  • Holos Integrated Wealth left its Saul Centers share count unchanged in Q2 2026.
  • Saul Centers made up 0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #233 holding.
  • Holos Integrated Wealth first reported a position in Saul Centers in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's Saul Centers position peaked at $16.1K in Q4 2024.
  • 194 funds tracked by Wall St. Rank held Saul Centers as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.