Stonegate Investment Group’s Saul Centers BFS Stock Holding History

Stonegate 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
2025 Q3	$223K	Hold	6,987	–	–	0.01%	376
2025 Q2	$239K	Hold	6,987	–	–	0.01%	351
2025 Q1	$252K	Hold	6,987	–	–	0.01%	300
2024 Q4	$271K	Hold	6,987	–	–	0.01%	281
2024 Q3	$293K	Hold	6,987	–	–	0.01%	282
2024 Q2	$257K	Hold	6,987	–	–	0.01%	293
2024 Q1	$269K	Hold	6,987	–	–	0.01%	270
2023 Q4	$274K	Hold	6,987	–	–	0.01%	258
2023 Q3	$246K	Hold	6,987	–	–	0.01%	261
2023 Q2	$257K	Hold	6,987	–	–	0.01%	273
2023 Q1	$272K	Hold	6,987	–	–	0.01%	261
2022 Q4	$284K	Sell	6,987 -70	-1%	-$2.84K	0.01%	253
2022 Q3	$265K	Hold	7,057	–	–	0.01%	237
2022 Q2	$332K	Buy	+7,057	New	+$348K	0.01%	222

Other funds holding BFS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

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

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Stonegate Investment Group's BFS Position: Q3 2025 in Review

Stonegate Investment Group held its Saul Centers (BFS) position steady in Q3 2025 at 6,987 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #376.

Stonegate Investment Group first reported a position in BFS in Q2 2022 and has held it in 14 quarters since. The position peaked at $332K in Q2 2022. 158 funds tracked by Wall St. Rank hold BFS as of Q3 2025.

Stonegate Investment Group held 6,987 shares of Saul Centers worth $223K as of Q3 2025.
Stonegate Investment Group left its Saul Centers share count unchanged in Q3 2025.
Saul Centers made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #376 holding.
Stonegate Investment Group first reported a position in Saul Centers in Q2 2022 and has held it in 14 quarters since.
Stonegate Investment Group's Saul Centers position peaked at $332K in Q2 2022.
158 funds tracked by Wall St. Rank held Saul Centers as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.