TPWA
BFS

Twin Peaks Wealth Advisors’s Saul Centers BFS Stock Holding History

Twin Peaks Wealth Advisors’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 		$12.2K Buy
+375
New +$12.4K ﹤0.01% 955
2025
Q3 		– Sell
-168
Closed -$5.57K – 388
2025
Q2 		$5.57K Buy
+168
New +$5.67K ﹤0.01% 1265

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

Twin Peaks Wealth Advisors's BFS Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Saul Centers (BFS) in Q1 2026: 375 shares worth $12.2K. The stake represents ﹤0.01% of the portfolio and ranks #955 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in BFS as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in BFS in Q2 2025 and has held it in 2 quarters since. 182 funds tracked by Wall St. Rank hold BFS as of Q1 2026.

  • Twin Peaks Wealth Advisors held 375 shares of Saul Centers worth $12.2K as of Q1 2026.
  • Saul Centers was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Saul Centers made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #955 holding.
  • Twin Peaks Wealth Advisors first reported a position in Saul Centers in Q2 2025 and has held it in 2 quarters since.
  • 182 funds tracked by Wall St. Rank held Saul Centers as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.