PWA
BFS

Physician Wealth Advisors’s Saul Centers BFS Stock Holding History

Physician Wealth 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
2026
Q2 		$599 Hold
16
– – ﹤0.01% 2024
2026
Q1 		$522 Sell
16
-30
-65% -$994 ﹤0.01% 1912
2025
Q4 		$1.45K Hold
46
– – ﹤0.01% 1429
2025
Q3 		$1.47K Sell
46
-1
-2% -$33 ﹤0.01% 1356
2025
Q2 		$1.6K Buy
+47
New +$1.58K ﹤0.01% 1141

Other funds holding BFS

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Physician Wealth Advisors's BFS Position: Q2 2026 in Review

Physician Wealth Advisors held its Saul Centers (BFS) position steady in Q2 2026 at 16 shares worth $599. The position accounts for ﹤0.01% of the portfolio, ranked #2024.

Physician Wealth Advisors first reported a position in BFS in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.6K in Q2 2025. 22 funds tracked by Wall St. Rank hold BFS as of Q2 2026.

  • Physician Wealth Advisors held 16 shares of Saul Centers worth $599 as of Q2 2026.
  • Physician Wealth Advisors left its Saul Centers share count unchanged in Q2 2026.
  • Saul Centers made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2024 holding.
  • Physician Wealth Advisors first reported a position in Saul Centers in Q2 2025 and has held it in 5 quarters since.
  • Physician Wealth Advisors's Saul Centers position peaked at $1.6K in Q2 2025.
  • 22 funds tracked by Wall St. Rank held Saul Centers as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.