SIG
BFS

Sargent Investment Group’s Saul Centers BFS Stock Holding History

Sargent Investment Group’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 		$761K Hold
20,351
– – 0.09% 138
2026
Q1 		$663K Hold
20,351
– – 0.09% 138
2025
Q4 		$642K Sell
20,351
-2,900
-12% -$89.1K 0.08% 139
2025
Q3 		$741K Sell
23,251
-1,160
-5% -$38.3K 0.11% 95
2025
Q2 		$785K Sell
24,411
-1,590
-6% -$53.6K 0.11% 122
2025
Q1 		$938K Buy
26,001
+1,000
+4% +$36.6K 0.15% 97
2024
Q4 		$926K Hold
25,001
– – 0.15% 100
2024
Q3 		$1.05M Buy
25,001
+18,976
+315% +$747K 0.19% 81
2024
Q2 		$222K Hold
6,025
– – 0.05% 197
2024
Q1 		$232K Hold
6,025
– – 0.05% 179
2023
Q4 		$237K Hold
6,025
– – 0.05% 183
2023
Q3 		$213K Hold
6,025
– – 0.05% 184
2023
Q2 		$222K Hold
6,025
– – 0.05% 176
2023
Q1 		$233K Hold
6,025
– – 0.06% 170
2022
Q4 		$245K Sell
6,025
-50
-0.8% -$2.03K 0.08% 159
2022
Q3 		$226K Hold
6,075
– – 0.07% 157
2022
Q2 		$286K Hold
6,075
– – 0.09% 144
2022
Q1 		$320K Buy
6,075
+600
+11% +$29.4K 0.08% 142
2021
Q4 		$290K Hold
5,475
– – 0.07% 153
2021
Q3 		$241K Sell
5,475
-44
-0.8% -$1.98K 0.06% 165
2021
Q2 		$251K Hold
5,519
– – 0.06% 172
2021
Q1 		$221K Buy
+5,519
New +$196K 0.06% 177
2020
Q1 		– Sell
-4,475
Closed -$236K – 139
2019
Q4 		$236K Buy
4,475
+250
+6% +$13.2K 0.09% 129
2019
Q3 		$230K Buy
4,225
+400
+10% +$21.3K 0.1% 124
2019
Q2 		$215K Buy
+3,825
New +$208K 0.1% 128

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

Sargent Investment Group's BFS Position: Q2 2026 in Review

Sargent Investment Group held its Saul Centers (BFS) position steady in Q2 2026 at 20,351 shares worth $761K. The position accounts for 0.09% of the portfolio, ranked #138.

Sargent Investment Group first reported a position in BFS in Q2 2019 and has held it in 25 quarters since. The position peaked at $1.05M in Q3 2024. 194 funds tracked by Wall St. Rank hold BFS as of Q2 2026.

  • Sargent Investment Group held 20,351 shares of Saul Centers worth $761K as of Q2 2026.
  • Sargent Investment Group left its Saul Centers share count unchanged in Q2 2026.
  • Saul Centers made up 0.09% of Sargent Investment Group's portfolio in Q2 2026, its #138 holding.
  • Sargent Investment Group first reported a position in Saul Centers in Q2 2019 and has held it in 25 quarters since.
  • Sargent Investment Group's Saul Centers position peaked at $1.05M in Q3 2024.
  • 194 funds tracked by Wall St. Rank held Saul Centers as of Q2 2026.

Based on Sargent Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.