TWD
BFS

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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

True Wealth Design's BFS Position: Q2 2026 in Review

True Wealth Design increased its Saul Centers (BFS) stake by 100% in Q2 2026, buying an estimated $175 and bringing the position to 10 shares worth $374. The position accounts for ﹤0.01% of the portfolio, ranked #2301.

True Wealth Design first reported a position in BFS in Q1 2025 and has held it in 6 quarters since. 194 funds tracked by Wall St. Rank hold BFS as of Q2 2026.

  • True Wealth Design held 10 shares of Saul Centers worth $374 as of Q2 2026.
  • True Wealth Design bought 5 Saul Centers shares in Q2 2026, an estimated $175.
  • Saul Centers made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2301 holding.
  • True Wealth Design first reported a position in Saul Centers in Q1 2025 and has held it in 6 quarters since.
  • 194 funds tracked by Wall St. Rank held Saul Centers as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.