LFA
BFS

LGT Financial Advisors’s Saul Centers BFS Stock Holding History

LGT Financial 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
2025
Q1 		– Sell
-298
Closed -$11.6K – 346
2024
Q4 		$11.6K Hold
298
– – 0.03% 410
2024
Q3 		$12.5K Hold
298
– – 0.03% 370
2024
Q2 		$11K Sell
298
-86
-22% -$3.15K 0.02% 452
2024
Q1 		$14.8K Buy
+384
New +$14.6K 0.02% 422

Other funds holding BFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LGT Financial Advisors's BFS Position: Q1 2025 in Review

LGT Financial Advisors sold out of Saul Centers (BFS) in Q1 2025, closing a stake of 298 shares — an estimated $11.6K sold.

LGT Financial Advisors first reported a position in BFS in Q1 2024 and held it in 4 quarters. The position peaked at $14.8K in Q1 2024. 171 funds tracked by Wall St. Rank hold BFS as of Q1 2025.

  • LGT Financial Advisors reported no remaining Saul Centers position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 298 Saul Centers shares in Q1 2025, an estimated $11.6K.
  • LGT Financial Advisors first reported a position in Saul Centers in Q1 2024 and held it in 4 quarters.
  • LGT Financial Advisors's Saul Centers position peaked at $14.8K in Q1 2024.
  • 171 funds tracked by Wall St. Rank held Saul Centers as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.