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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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. 195 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.
  • 195 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.