Rise Advisors’s Saul Centers BFS Stock Holding History

Rise 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	–	Sell	-15	Closed	-$512	–	1534
2025 Q2	$512	Buy	+15	New	+$506	﹤0.01%	1407

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

Rise Advisors's BFS Position: Q3 2025 in Review

Rise Advisors sold out of Saul Centers (BFS) in Q3 2025, closing a stake of 15 shares — an estimated $512 sold.

Rise Advisors first reported a position in BFS in Q2 2025 and held it in 1 quarter. The position peaked at $512 in Q2 2025. 158 funds tracked by Wall St. Rank hold BFS as of Q3 2025.

Rise Advisors reported no remaining Saul Centers position as of Q3 2025 after selling out during the quarter.
Rise Advisors sold 15 Saul Centers shares in Q3 2025, an estimated $512.
Rise Advisors first reported a position in Saul Centers in Q2 2025 and held it in 1 quarter.
Rise Advisors's Saul Centers position peaked at $512 in Q2 2025.
158 funds tracked by Wall St. Rank held Saul Centers as of Q3 2025.

Based on Rise Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.