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
Q2 		– Sell
-375
Closed -$12.2K – 451
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 $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

Twin Peaks Wealth Advisors's BFS Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Saul Centers (BFS) in Q2 2026, closing a stake of 375 shares — an estimated $12.2K sold.

Twin Peaks Wealth Advisors first reported a position in BFS in Q2 2025 and held it in 2 quarters. The position peaked at $12.2K in Q1 2026. 194 funds tracked by Wall St. Rank hold BFS as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Saul Centers position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 375 Saul Centers shares in Q2 2026, an estimated $12.2K.
  • Twin Peaks Wealth Advisors first reported a position in Saul Centers in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Saul Centers position peaked at $12.2K in Q1 2026.
  • 194 funds tracked by Wall St. Rank held Saul Centers as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.