MPWT
BFS

MassMutual Private Wealth & Trust’s Saul Centers BFS Stock Holding History

MassMutual Private Wealth & Trust’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 		$13.7K Buy
366
+103
+39% +$3.6K ﹤0.01% 1260
2026
Q1 		$8.57K Sell
263
-29
-10% -$961 ﹤0.01% 1427
2025
Q4 		$9.21K Buy
292
+161
+123% +$4.95K ﹤0.01% 1426
2025
Q3 		$4.17K Sell
131
-128
-49% -$4.23K ﹤0.01% 1741
2025
Q2 		$8.84K Sell
259
-242
-48% -$8.16K ﹤0.01% 1408
2025
Q1 		$18.1K Sell
501
-199
-28% -$7.29K ﹤0.01% 1068
2024
Q4 		$27.2K Buy
700
+48
+7% +$1.92K ﹤0.01% 901
2024
Q3 		$27.4K Buy
652
+97
+17% +$3.82K ﹤0.01% 827
2024
Q2 		$20.4K Buy
555
+275
+98% +$10.1K ﹤0.01% 856
2024
Q1 		$10.8K Buy
280
+32
+13% +$1.22K ﹤0.01% 1022
2023
Q4 		$9.74K Buy
248
+87
+54% +$3.19K ﹤0.01% 1029
2023
Q3 		$5.68K Hold
161
– – ﹤0.01% 1205
2023
Q2 		$5.93K Buy
+161
New +$5.79K ﹤0.01% 1155

Other funds holding BFS

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return