WIA
BFS

Wealthedge Investment Advisors’s Saul Centers BFS Stock Holding History

Wealthedge Investment 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 		$254K Sell
6,785
-35,174
-84% -$1.23M 0.09% 127
2026
Q1 		$1.37M Sell
41,959
-9,781
-19% -$324K 0.5% 49
2025
Q4 		$1.63M Sell
51,740
-6,820
-12% -$210K 0.6% 48
2025
Q3 		$1.87M Buy
58,560
+20,803
+55% +$687K 0.71% 44
2025
Q2 		$1.29M Buy
37,757
+25,007
+196% +$843K 0.54% 54
2025
Q1 		$460K Buy
+12,750
New +$467K 0.21% 94

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

Wealthedge Investment Advisors's BFS Position: Q2 2026 in Review

Wealthedge Investment Advisors reduced its Saul Centers (BFS) stake by 84% in Q2 2026, selling an estimated $1.23M and leaving 6,785 shares worth $254K. The position accounts for 0.09% of the portfolio, ranked #127.

Wealthedge Investment Advisors first reported a position in BFS in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.87M in Q3 2025. 195 funds tracked by Wall St. Rank hold BFS as of Q2 2026.

  • Wealthedge Investment Advisors held 6,785 shares of Saul Centers worth $254K as of Q2 2026.
  • Wealthedge Investment Advisors sold 35,174 Saul Centers shares in Q2 2026, an estimated $1.23M.
  • Saul Centers made up 0.09% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #127 holding.
  • Wealthedge Investment Advisors first reported a position in Saul Centers in Q1 2025 and has held it in 6 quarters since.
  • Wealthedge Investment Advisors's Saul Centers position peaked at $1.87M in Q3 2025.
  • 195 funds tracked by Wall St. Rank held Saul Centers as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.