SEI Investments

SEI Investments’s Saul Centers BFS Stock Holding History

SEI Investments’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 Q1	$475K	Buy	14,590 +3,979	+37%	+$132K	﹤0.01%	2669
2025 Q4	$335K	Buy	+10,611	New	+$326K	﹤0.01%	2681
2024 Q4	–	Sell	-6,028	Closed	-$253K	–	2732
2024 Q3	$253K	Buy	+6,028	New	+$237K	﹤0.01%	2409
2018 Q3	–	Sell	-207	Closed	-$11K	–	2565
2018 Q2	$11K	Buy	207 +53	+34%	+$2.65K	﹤0.01%	2962
2018 Q1	$8K	Buy	154 +74	+93%	+$3.93K	﹤0.01%	2929
2017 Q4	$5K	Hold	80	–	–	﹤0.01%	2938
2017 Q3	$5K	Buy	80 +36	+82%	+$2.17K	﹤0.01%	2825
2017 Q2	$3K	Buy	44 +1	+2%	+$60	﹤0.01%	2795
2017 Q1	$3K	Hold	43	–	–	﹤0.01%	2644
2016 Q4	$3K	Hold	43	–	–	﹤0.01%	2653
2016 Q3	$3K	Sell	43 -4	-9%	-$263	﹤0.01%	2590
2016 Q2	$3K	Hold	47	–	–	﹤0.01%	2436
2016 Q1	$2K	Buy	+47	New	+$2.36K	﹤0.01%	2358
2015 Q4	–	Sell	-11,911	Closed	-$616K	–	2529
2015 Q3	$616K	Buy	+11,911	New	+$607K	0.01%	1208

Other funds holding BFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Adage Capital Partners

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return