Rothschild Investment LLC’s Saul Centers BFS Stock Holding History

Rothschild Investment LLC’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	$299	Buy	8 +2	+33%	+$70	﹤0.01%	3372
2026 Q1	$195	Hold	6	–	–	﹤0.01%	3311
2025 Q4	$189	Buy	+6	New	+$184	﹤0.01%	3124
2025 Q3	–	Sell	-15	Closed	-$512	–	3155
2025 Q2	$512	Sell	15 -10	-40%	-$337	﹤0.01%	2738
2025 Q1	$902	Sell	25 -5	-17%	-$183	﹤0.01%	2399
2024 Q4	$1.16K	Buy	30 +5	+20%	+$200	﹤0.01%	2120
2024 Q3	$1.05K	Buy	25 +10	+67%	+$394	﹤0.01%	2137
2024 Q2	$552	Buy	+15	New	+$549	﹤0.01%	1947

Other funds holding BFS

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

AlphaCentric Advisors San Juan, Puerto Rico $118M AUM

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

LCM

Legato Capital Management San Francisco, California $1.21B AUM 82.36% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Rothschild Investment LLC's BFS Position: Q2 2026 in Review

Rothschild Investment LLC increased its Saul Centers (BFS) stake by 33% in Q2 2026, buying an estimated $70 and bringing the position to 8 shares worth $299. The position accounts for ﹤0.01% of the portfolio, ranked #3372.

Rothschild Investment LLC first reported a position in BFS in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.16K in Q4 2024. 72 funds tracked by Wall St. Rank hold BFS as of Q2 2026.

Rothschild Investment LLC held 8 shares of Saul Centers worth $299 as of Q2 2026.
Rothschild Investment LLC bought 2 Saul Centers shares in Q2 2026, an estimated $70.
Saul Centers made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3372 holding.
Rothschild Investment LLC first reported a position in Saul Centers in Q2 2024 and has held it in 8 quarters since.
Rothschild Investment LLC's Saul Centers position peaked at $1.16K in Q4 2024.
72 funds tracked by Wall St. Rank held Saul Centers as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.