LWANC
BFS

Laurel Wealth Advisors (North Carolina)’s Saul Centers BFS Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-1,700
Closed -$53.6K – 244
2025
Q4 		$53.6K Buy
+1,700
New +$52.2K 0.01% 317
2025
Q2 		– Sell
-1,700
Closed -$61.3K – 243
2025
Q1 		$61.3K Hold
1,700
– – 0.01% 286
2024
Q4 		$66K Hold
1,700
– – 0.01% 277
2024
Q3 		$71.3K Hold
1,700
– – 0.01% 274
2024
Q2 		$62.5K Hold
1,700
– – 0.01% 273
2024
Q1 		$65.4K Hold
1,700
– – 0.01% 275
2023
Q4 		$66.8K Hold
1,700
– – 0.01% 260
2023
Q3 		$60K Hold
1,700
– – 0.01% 262
2023
Q2 		$62.6K Hold
1,700
– – 0.01% 267
2023
Q1 		$66.3K Hold
1,700
– – 0.01% 261
2022
Q4 		$69.2K Hold
1,700
– – 0.02% 235
2022
Q3 		$64K Hold
1,700
– – 0.02% 239
2022
Q2 		$80K Hold
1,700
– – 0.02% 217
2022
Q1 		$90K Hold
1,700
– – 0.02% 227
2021
Q4 		$90K Hold
1,700
– – 0.02% 222
2021
Q3 		$75K Hold
1,700
– – 0.02% 239
2021
Q2 		$77K Hold
1,700
– – 0.02% 239
2021
Q1 		$68K Hold
1,700
– – 0.02% 241
2020
Q4 		$54K Hold
1,700
– – 0.01% 255
2020
Q3 		$45K Hold
1,700
– – 0.01% 247
2020
Q2 		$55K Sell
1,700
-300
-15% -$9.56K 0.02% 229
2020
Q1 		$65K Sell
2,000
-6,000
-75% -$271K 0.02% 197
2019
Q4 		$422K Hold
8,000
– – 0.13% 117
2019
Q3 		$436K Buy
8,000
+5,998
+300% +$320K 0.15% 111
2019
Q2 		$118K Sell
2,002
-5,998
-75% -$327K 0.04% 166
2019
Q1 		$411K Hold
8,000
– – 0.15% 106
2018
Q4 		$378K Buy
+8,000
New +$410K 0.15% 107

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

Laurel Wealth Advisors (North Carolina)'s BFS Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Saul Centers (BFS) in Q1 2026, closing a stake of 1,700 shares — an estimated $53.6K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in BFS in Q4 2018 and held it in 27 quarters. The position peaked at $436K in Q3 2019. 182 funds tracked by Wall St. Rank hold BFS as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Saul Centers position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 1,700 Saul Centers shares in Q1 2026, an estimated $53.6K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Saul Centers in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Saul Centers position peaked at $436K in Q3 2019.
  • 182 funds tracked by Wall St. Rank held Saul Centers as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.