SPIA
BFS

Steward Partners Investment Advisory’s Saul Centers BFS Stock Holding History

Steward Partners Investment Advisory’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 		$8.8K Hold
270
– – ﹤0.01% 3609
2025
Q4 		$8.51K Hold
270
– – ﹤0.01% 3508
2025
Q3 		$8.61K Hold
270
– – ﹤0.01% 3461
2025
Q2 		$9.22K Hold
270
– – ﹤0.01% 3252
2025
Q1 		$9.74K Hold
270
– – ﹤0.01% 3112
2024
Q4 		$10.5K Hold
270
– – ﹤0.01% 3076
2024
Q3 		$11.3K Sell
270
-100
-27% -$3.94K ﹤0.01% 2906
2024
Q2 		$13.6K Sell
370
-18
-5% -$658 ﹤0.01% 2684
2024
Q1 		$14.9K Buy
388
+18
+5% +$684 ﹤0.01% 2644
2023
Q4 		$14.5K Buy
370
+34
+10% +$1.25K ﹤0.01% 2546
2023
Q3 		$11.9K Hold
336
– – ﹤0.01% 2525
2023
Q2 		$12.4K Hold
336
– – ﹤0.01% 2497
2023
Q1 		$13.1K Hold
336
– – ﹤0.01% 2439
2022
Q4 		$13.7K Hold
336
– – ﹤0.01% 2422
2022
Q3 		$13K Hold
336
– – ﹤0.01% 2407
2022
Q2 		$16K Hold
336
– – ﹤0.01% 2310
2022
Q1 		$18K Hold
336
– – ﹤0.01% 2409
2021
Q4 		$18K Hold
336
– – ﹤0.01% 2359
2021
Q3 		$15K Hold
336
– – ﹤0.01% 2441
2021
Q2 		$15K Sell
336
-9,084
-96% -$394K ﹤0.01% 5497
2021
Q1 		$378K Buy
9,420
+9,250
+5,441% +$328K 0.01% 996
2020
Q4 		$5K Sell
170
-12
-7% -$355 ﹤0.01% 2503
2020
Q3 		$5K Buy
182
+12
+7% +$349 ﹤0.01% 2349
2020
Q2 		$5K Hold
170
– – ﹤0.01% 2254
2020
Q1 		$5K Hold
170
– – ﹤0.01% 2066
2019
Q4 		$8K Hold
170
– – ﹤0.01% 2083
2019
Q3 		$9K Hold
170
– – ﹤0.01% 2023
2019
Q2 		$9K Buy
+170
New +$9.26K ﹤0.01% 2010
2018
Q4 		– Sell
-170
Closed -$10K – 904
2018
Q3 		$10K Hold
170
– – ﹤0.01% 1863
2018
Q2 		$9K Sell
170
-30
-15% -$1.5K ﹤0.01% 1766
2018
Q1 		$10K Buy
+200
New +$10.6K ﹤0.01% 1564

Other funds holding BFS

BlackRock
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
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Steward Partners Investment Advisory's BFS Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Saul Centers (BFS) position steady in Q1 2026 at 270 shares worth $8.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3609.

Steward Partners Investment Advisory first reported a position in BFS in Q1 2018 and has held it in 31 quarters since. The position peaked at $378K in Q1 2021. 182 funds tracked by Wall St. Rank hold BFS as of Q1 2026.

  • Steward Partners Investment Advisory held 270 shares of Saul Centers worth $8.8K as of Q1 2026.
  • Steward Partners Investment Advisory left its Saul Centers share count unchanged in Q1 2026.
  • Saul Centers made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3609 holding.
  • Steward Partners Investment Advisory first reported a position in Saul Centers in Q1 2018 and has held it in 31 quarters since.
  • Steward Partners Investment Advisory's Saul Centers position peaked at $378K in Q1 2021.
  • 182 funds tracked by Wall St. Rank held Saul Centers as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.