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

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

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 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

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