Spire Wealth Management’s Saul Centers BFS Stock Holding History

Spire Wealth Management’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	$19.1K	Hold	512	–	–	﹤0.01%	1451
2026 Q1	$16.7K	Hold	512	–	–	﹤0.01%	1479
2025 Q4	$16.1K	Hold	512	–	–	﹤0.01%	1560
2025 Q3	$16.3K	Hold	512	–	–	﹤0.01%	1588
2025 Q2	$17.5K	Hold	512	–	–	﹤0.01%	1558
2025 Q1	$18.5K	Sell	512 -7	-1%	-$257	﹤0.01%	1633
2024 Q4	$20.1K	Hold	519	–	–	﹤0.01%	1621
2024 Q3	$21.8K	Hold	519	–	–	﹤0.01%	1414
2024 Q2	$19.1K	Hold	519	–	–	﹤0.01%	1456
2024 Q1	$20K	Buy	519 +7	+1%	+$266	﹤0.01%	1514
2023 Q4	$19.9K	Sell	512 -3	-0.6%	-$110	﹤0.01%	1540
2023 Q3	$18.2K	Buy	515 +3	+0.6%	+$112	﹤0.01%	1543
2023 Q2	$18.9K	Hold	512	–	–	﹤0.01%	1608
2023 Q1	$20K	Hold	512	–	–	﹤0.01%	1617
2022 Q4	$21K	Hold	512	–	–	﹤0.01%	1346
2022 Q3	$19K	Hold	512	–	–	﹤0.01%	1342
2022 Q2	$24K	Buy	512 +1	+0.2%	+$49	﹤0.01%	1581
2022 Q1	$27K	Hold	511	–	–	﹤0.01%	1678
2021 Q4	$27K	Hold	511	–	–	﹤0.01%	2002
2021 Q3	$23K	Hold	511	–	–	﹤0.01%	1792
2021 Q2	$23K	Sell	511 -1	-0.2%	-$43	﹤0.01%	1812
2021 Q1	$21K	Buy	+512	New	+$18.2K	﹤0.01%	2123

Other funds holding BFS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Spire Wealth Management's BFS Position: Q2 2026 in Review

Spire Wealth Management held its Saul Centers (BFS) position steady in Q2 2026 at 512 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1451.

Spire Wealth Management first reported a position in BFS in Q1 2021 and has held it in 22 quarters since. The position peaked at $27K in Q1 2022. 194 funds tracked by Wall St. Rank hold BFS as of Q2 2026.

Spire Wealth Management held 512 shares of Saul Centers worth $19.1K as of Q2 2026.
Spire Wealth Management left its Saul Centers share count unchanged in Q2 2026.
Saul Centers made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1451 holding.
Spire Wealth Management first reported a position in Saul Centers in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's Saul Centers position peaked at $27K in Q1 2022.
194 funds tracked by Wall St. Rank held Saul Centers as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.