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

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return