True Wealth Design’s Saul Centers BFS Stock Holding History

True Wealth Design’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 Q3	$31	Sell	1 -9	-90%	-$303	﹤0.01%	2536
2026 Q2	$374	Buy	10 +5	+100%	+$175	﹤0.01%	2301
2026 Q1	$163	Buy	5 +1	+25%	+$33	﹤0.01%	2373
2025 Q4	$127	Buy	4 +2	+100%	+$61	﹤0.01%	2298
2025 Q3	$64	Sell	2 -2	-50%	-$66	﹤0.01%	2536
2025 Q2	$137	Sell	4 -2	-33%	-$67	﹤0.01%	2161
2025 Q1	$217	Buy	+6	New	+$220	﹤0.01%	1917

Other funds holding BFS

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

True Wealth Design's BFS Position: Q3 2026 in Review

True Wealth Design reduced its Saul Centers (BFS) stake by 90% in Q3 2026, selling an estimated $303 and leaving 1 share worth $31. The position accounts for ﹤0.01% of the portfolio, ranked #2536.

True Wealth Design first reported a position in BFS in Q1 2025 and has held it in 7 quarters since. The position peaked at $374 in Q2 2026. 9 funds tracked by Wall St. Rank hold BFS as of Q3 2026.

True Wealth Design held 1 share of Saul Centers worth $31 as of Q3 2026.
True Wealth Design sold 9 Saul Centers shares in Q3 2026, an estimated $303.
Saul Centers made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2536 holding.
True Wealth Design first reported a position in Saul Centers in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Saul Centers position peaked at $374 in Q2 2026.
9 funds tracked by Wall St. Rank held Saul Centers as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.