Optimum Investment Advisors’s Saul Centers BFS Stock Holding History

Optimum Investment 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 Q3	$66.9K	Hold	2,100	–	–	0.03%	308
2025 Q2	$71.7K	Hold	2,100	–	–	0.03%	297
2025 Q1	$75.7K	Hold	2,100	–	–	0.04%	282
2024 Q4	$81.5K	Hold	2,100	–	–	0.04%	281
2024 Q3	$88.1K	Hold	2,100	–	–	0.04%	289
2024 Q2	$77.2K	Hold	2,100	–	–	0.03%	299
2024 Q1	$80.8K	Hold	2,100	–	–	0.04%	301
2023 Q4	$82.5K	Hold	2,100	–	–	0.04%	284
2023 Q3	$74.1K	Hold	2,100	–	–	0.04%	315
2023 Q2	$77.3K	Hold	2,100	–	–	0.04%	318
2023 Q1	$81.9K	Hold	2,100	–	–	0.04%	302
2022 Q4	$85.4K	Hold	2,100	–	–	0.05%	290
2022 Q3	$79K	Hold	2,100	–	–	0.04%	310
2022 Q2	$99K	Hold	2,100	–	–	0.05%	285
2022 Q1	$111K	Hold	2,100	–	–	0.05%	304
2021 Q4	$111K	Hold	2,100	–	–	0.04%	321
2021 Q3	$93K	Hold	2,100	–	–	0.04%	339
2021 Q2	$95K	Sell	2,100 -1,300	-38%	-$56.4K	0.03%	387
2021 Q1	$136K	Hold	3,400	–	–	0.04%	325
2020 Q4	$108K	Hold	3,400	–	–	0.03%	339
2020 Q3	$90K	Hold	3,400	–	–	0.03%	347
2020 Q2	$110K	Hold	3,400	–	–	0.04%	313
2020 Q1	$111K	Hold	3,400	–	–	0.05%	289
2019 Q4	$179K	Hold	3,400	–	–	0.05%	294
2019 Q3	$185K	Sell	3,400 -950	-22%	-$50.7K	0.06%	279
2019 Q2	$244K	Hold	4,350	–	–	0.08%	241
2019 Q1	$223K	Hold	4,350	–	–	0.07%	258
2018 Q4	$205K	Hold	4,350	–	–	0.07%	253
2018 Q3	$244K	Hold	4,350	–	–	0.07%	271
2018 Q2	$233K	Hold	4,350	–	–	0.07%	274
2018 Q1	$222K	Buy	+4,350	New	+$231K	0.07%	266
2017 Q2	–	Sell	-3,850	Closed	-$237K	–	295
2017 Q1	$237K	Sell	3,850 -250	-6%	-$15.9K	0.08%	247
2016 Q4	$273K	Hold	4,100	–	–	0.1%	226
2016 Q3	$273K	Hold	4,100	–	–	0.1%	227
2016 Q2	$253K	Hold	4,100	–	–	0.1%	226
2016 Q1	$217K	Sell	4,100 -200	-5%	-$10.1K	0.09%	245
2015 Q4	$220K	Hold	4,300	–	–	0.09%	249
2015 Q3	$223K	Buy	+4,300	New	+$219K	0.09%	240
2015 Q1	$246K	Hold	4,300	–	–	0.08%	254
2014 Q4	$246K	Buy	4,300 +450	+12%	+$24K	0.08%	242
2014 Q3	$180K	Hold	3,850	–	–	0.06%	273
2014 Q2	$187K	Hold	3,850	–	–	0.06%	263
2014 Q1	$182K	Hold	3,850	–	–	0.07%	234
2013 Q4	$184K	Hold	3,850	–	–	0.07%	228
2013 Q3	$178K	Buy	+3,850	New	+$176K	0.07%	219

Other funds holding BFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Optimum Investment Advisors's BFS Position: Q3 2025 in Review

Optimum Investment Advisors held its Saul Centers (BFS) position steady in Q3 2025 at 2,100 shares worth $66.9K. The position accounts for 0.03% of the portfolio, ranked #308.

Optimum Investment Advisors first reported a position in BFS in Q3 2013 and has held it in 45 quarters since. The position peaked at $273K in Q4 2016. 158 funds tracked by Wall St. Rank hold BFS as of Q3 2025.

Optimum Investment Advisors held 2,100 shares of Saul Centers worth $66.9K as of Q3 2025.
Optimum Investment Advisors left its Saul Centers share count unchanged in Q3 2025.
Saul Centers made up 0.03% of Optimum Investment Advisors's portfolio in Q3 2025, its #308 holding.
Optimum Investment Advisors first reported a position in Saul Centers in Q3 2013 and has held it in 45 quarters since.
Optimum Investment Advisors's Saul Centers position peaked at $273K in Q4 2016.
158 funds tracked by Wall St. Rank held Saul Centers as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.