RFP
BFS

Root Financial Partners’s Saul Centers BFS Stock Holding History

Root Financial Partners’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 		– Sell
-23
Closed -$749 – 730
2026
Q1 		$749 Buy
+23
New +$762 ﹤0.01% 2717

Other funds holding BFS

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AA
AlphaCentric Advisors San Juan, Puerto Rico $118M AUM
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Root Financial Partners's BFS Position: Q2 2026 in Review

Root Financial Partners sold out of Saul Centers (BFS) in Q2 2026, closing a stake of 23 shares — an estimated $749 sold.

Root Financial Partners first reported a position in BFS in Q1 2026 and held it in 1 quarter. The position peaked at $749 in Q1 2026. 47 funds tracked by Wall St. Rank hold BFS as of Q2 2026.

  • Root Financial Partners reported no remaining Saul Centers position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 23 Saul Centers shares in Q2 2026, an estimated $749.
  • Root Financial Partners first reported a position in Saul Centers in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Saul Centers position peaked at $749 in Q1 2026.
  • 47 funds tracked by Wall St. Rank held Saul Centers as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.