PWPS
BFS

Pinnacle Wealth Planning Services’s Saul Centers BFS Stock Holding History

Pinnacle Wealth Planning Services’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 		$40.3K Buy
1,077
+45
+4% +$1.57K ﹤0.01% 1418
2026
Q1 		$33.6K Buy
1,032
+7
+0.7% +$232 ﹤0.01% 1425
2025
Q4 		$32.3K Buy
+1,025
New +$31.5K ﹤0.01% 1470
2021
Q1 		– Sell
-213
Closed -$7K – 530
2020
Q4 		$7K Buy
+213
New +$6.29K ﹤0.01% 1505

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

Pinnacle Wealth Planning Services's BFS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Saul Centers (BFS) stake by 4.4% in Q2 2026, buying an estimated $1.57K and bringing the position to 1,077 shares worth $40.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1418.

Pinnacle Wealth Planning Services first reported a position in BFS in Q4 2020 and has held it in 4 quarters since. 195 funds tracked by Wall St. Rank hold BFS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,077 shares of Saul Centers worth $40.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 45 Saul Centers shares in Q2 2026, an estimated $1.57K.
  • Saul Centers made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1418 holding.
  • Pinnacle Wealth Planning Services first reported a position in Saul Centers in Q4 2020 and has held it in 4 quarters since.
  • 195 funds tracked by Wall St. Rank held Saul Centers as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.