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 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

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

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 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